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 | $66,039 | $77,813-15.1% | $123,544-46.5% | $64,186+2.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 1.64% | 12.48%-10.8pp | 119.20%-117.6pp | 7.63%-6.0pp |
| Employer contribution / active EE | $4,103 | $3,014+36.1% | $4,628-11.3% | $2,381+72.3% |
| Participant deferral / active EE | $7,455 | $5,240+42.3% | $6,426+16.0% | $3,470+114.9% |
| Admin fee / account holder | $1,997 | $5,519-63.8% | $9,284-78.5% | $4,888-59.1% |