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 | $78,724 | $140,940-44.1% | $112,229-29.9% | $139,434-43.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.66% | 32.71%-15.0pp | 30.20%-12.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $9,953 | $4,283+132.4% | $3,430+190.2% | $4,751+109.5% |
| Participant deferral / active EE | $16,780 | $5,874+185.7% | $4,798+249.7% | $6,710+150.1% |
| Admin fee / account holder | $6,417 | $9,954-35.5% | $7,748-17.2% | $11,403-43.7% |