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 | $92,826 | $165,912-44.1% | $122,332-24.1% | $147,584-37.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 34.55%-18.5pp | 30.27%-14.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,930 | $5,754+3.0% | $4,050+46.4% | $4,876+21.6% |
| Participant deferral / active EE | $6,513 | $4,005+62.6% | $3,287+98.2% | $5,439+19.8% |
| Admin fee / account holder | $2,407 | $7,424-67.6% | $5,478-56.1% | $10,885-77.9% |