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 | $75,356 | $94,625-20.4% | $116,228-35.2% | $84,808-11.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.50% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,922 | $2,347+67.1% | $2,994+31.0% | $2,631+49.1% |
| Participant deferral / active EE | $5,570 | $3,972+40.2% | $4,953+12.5% | $4,212+32.3% |
| Admin fee / account holder | $4,728 | $10,091-53.2% | $11,989-60.6% | $7,344-35.6% |