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 | $73,689 | $85,766-14.1% | $136,294-45.9% | $70,131+5.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.09% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,768 | $2,966+27.0% | $4,695-19.8% | $2,342+60.8% |
| Participant deferral / active EE | $10,734 | $5,051+112.5% | $6,247+71.8% | $3,332+222.2% |
| Admin fee / account holder | $377 | $5,420-93.0% | $9,243-95.9% | $4,645-91.9% |