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 | $65,591 | $109,881-40.3% | $150,045-56.3% | $84,808-22.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.87% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,717 | $3,561+32.5% | $4,693+0.5% | $2,631+79.3% |
| Participant deferral / active EE | $5,947 | $6,636-10.4% | $7,997-25.6% | $4,212+41.2% |
| Admin fee / account holder | $2,528 | $8,568-70.5% | $13,435-81.2% | $7,344-65.6% |