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 | $72,836 | $78,705-7.5% | $117,854-38.2% | $70,131+3.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 24.69% | 23.30%+1.4pp | 335.08%-310.4pp | 73.14%-48.4pp |
| Employer contribution / active EE | $2,178 | $2,223-2.0% | $3,786-42.5% | $2,342-7.0% |
| Participant deferral / active EE | $2,854 | $3,297-13.5% | $4,482-36.3% | $3,332-14.4% |
| Admin fee / account holder | $738 | $5,065-85.4% | $8,020-90.8% | $4,645-84.1% |