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 | $59,036 | $70,756-16.6% | $65,493-9.9% | $142,382-58.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.32% | 1754.89%-1743.6pp | 982.45%-971.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,542 | $2,881+23.0% | $2,574+37.6% | $4,299-17.6% |
| Participant deferral / active EE | $3,457 | $4,637-25.5% | $3,961-12.7% | $6,507-46.9% |
| Admin fee / account holder | $7,925 | $6,559+20.8% | $5,028+57.6% | $12,624-37.2% |