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 | $68,086 | $89,355-23.8% | $141,162-51.8% | $72,985-6.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.41% | 111.85%-84.4pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,841 | $3,114-8.8% | $4,735-40.0% | $2,440+16.5% |
| Participant deferral / active EE | $6,926 | $5,418+27.8% | $6,709+3.2% | $3,607+92.0% |
| Admin fee / account holder | $633 | $5,958-89.4% | $10,261-93.8% | $5,124-87.7% |