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 | $78,432 | $109,881-28.6% | $150,045-47.7% | $84,808-7.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.41% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $5,791 | $3,561+62.6% | $4,693+23.4% | $2,631+120.1% |
| Participant deferral / active EE | $8,173 | $6,636+23.2% | $7,997+2.2% | $4,212+94.1% |
| Admin fee / account holder | $4,038 | $8,568-52.9% | $13,435-69.9% | $7,344-45.0% |