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 | $72,674 | $84,233-13.7% | $170,442-57.4% | $70,131+3.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,029 | $3,387+18.9% | $5,433-25.8% | $2,342+72.0% |
| Participant deferral / active EE | $3,359 | $3,086+8.8% | $4,939-32.0% | $3,332+0.8% |
| Admin fee / account holder | $925 | $5,698-83.8% | $13,880-93.3% | $4,645-80.1% |