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 | $78,218 | $93,571-16.4% | $135,903-42.4% | $75,163+4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,240 | $3,537-8.4% | $4,856-33.3% | $2,670+21.4% |
| Participant deferral / active EE | $9,205 | $6,404+43.7% | $7,758+18.7% | $4,125+123.2% |
| Admin fee / account holder | $630 | $6,975-91.0% | $10,762-94.1% | $5,651-88.9% |