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 | $71,418 | $109,881-35.0% | $150,045-52.4% | $84,808-15.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,209 | $3,561+46.3% | $4,693+11.0% | $2,631+98.0% |
| Participant deferral / active EE | $4,320 | $6,636-34.9% | $7,997-46.0% | $4,212+2.6% |
| Admin fee / account holder | $15,781 | $8,568+84.2% | $13,435+17.5% | $7,344+114.9% |