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 | $78,604 | $94,625-16.9% | $116,228-32.4% | $84,808-7.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.45% | 20.40%-5.0pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,009 | $2,347+28.2% | $2,994+0.5% | $2,631+14.4% |
| Participant deferral / active EE | $4,967 | $3,972+25.0% | $4,953+0.3% | $4,212+17.9% |
| Admin fee / account holder | $1,607 | $10,091-84.1% | $11,989-86.6% | $7,344-78.1% |