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 | $25,045 | $91,037-72.5% | $71,671-65.1% | $147,584-83.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.80% | 20.48%-5.7pp | 20.65%-5.9pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,240 | $3,327-2.6% | $2,460+31.7% | $4,876-33.5% |
| Participant deferral / active EE | $6,057 | $4,498+34.6% | $3,438+76.2% | $5,439+11.4% |
| Admin fee / account holder | $27,385 | $8,613+218.0% | $5,558+392.7% | $10,885+151.6% |