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 | $71,508 | $91,552-21.9% | $133,956-46.6% | $79,858-10.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.65% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $4,787 | $2,384+100.8% | $3,919+22.2% | $2,471+93.7% |
| Participant deferral / active EE | $11,515 | $3,733+208.4% | $5,048+128.1% | $3,740+207.9% |
| Admin fee / account holder | $837 | $6,321-86.8% | $8,927-90.6% | $5,306-84.2% |