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 | $70,242 | $106,515-34.1% | $96,683-27.3% | $139,434-49.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.64% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,615 | $4,103-11.9% | $3,737-3.3% | $4,751-23.9% |
| Participant deferral / active EE | $7,446 | $5,454+36.5% | $4,878+52.6% | $6,710+11.0% |
| Admin fee / account holder | $653 | $7,877-91.7% | $6,730-90.3% | $11,403-94.3% |