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 | $40,307 | $93,571-56.9% | $135,903-70.3% | $75,163-46.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.81% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,295 | $3,537+21.5% | $4,856-11.5% | $2,670+60.9% |
| Participant deferral / active EE | $8,054 | $6,404+25.8% | $7,758+3.8% | $4,125+95.2% |
| Admin fee / account holder | $775 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |