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 | $72,960 | $77,813-6.2% | $123,544-40.9% | $64,186+13.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.52% | 12.48%-5.0pp | 119.20%-111.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $4,771 | $3,014+58.3% | $4,628+3.1% | $2,381+100.4% |
| Participant deferral / active EE | $3,041 | $5,240-42.0% | $6,426-52.7% | $3,470-12.3% |
| Admin fee / account holder | $5,653 | $5,519+2.4% | $9,284-39.1% | $4,888+15.6% |