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 | $79,040 | $149,734-47.2% | $118,925-33.5% | $158,922-50.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.15% | 19.95%-5.8pp | 35.88%-21.7pp | 302.83%-288.7pp |
| Employer contribution / active EE | $8,178 | $4,115+98.7% | $3,263+150.7% | $4,761+71.8% |
| Participant deferral / active EE | $4,799 | $5,223-8.1% | $4,265+12.5% | $5,982-19.8% |
| Admin fee / account holder | $2,220 | $8,603-74.2% | $6,581-66.3% | $11,246-80.3% |