See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,943 | $83,477-4.2% | $125,175-36.1% | $72,985+9.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.70% | 25.78%-9.1pp | 43.79%-27.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $5,542 | $2,345+136.3% | $3,865+43.4% | $2,440+127.1% |
| Participant deferral / active EE | $5,786 | $3,585+61.4% | $4,937+17.2% | $3,607+60.4% |
| Admin fee / account holder | $318 | $5,517-94.2% | $9,702-96.7% | $5,124-93.8% |