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 | $77,965 | $91,190-14.5% | $178,490-56.3% | $79,858-2.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.72% | 24.19%-4.5pp | 151.07%-131.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,047 | $3,256+24.3% | $5,011-19.2% | $2,471+63.8% |
| Participant deferral / active EE | $5,994 | $3,236+85.2% | $5,202+15.2% | $3,740+60.3% |
| Admin fee / account holder | $2,900 | $6,751-57.0% | $13,984-79.3% | $5,306-45.3% |