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 | $27,771 | $63,346-56.2% | $92,233-69.9% | $70,131-60.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.95% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,812 | $2,471+135.2% | $3,679+58.0% | $2,342+148.1% |
| Participant deferral / active EE | $4,520 | $2,854+58.4% | $3,897+16.0% | $3,332+35.7% |
| Admin fee / account holder | $3,402 | $3,840-11.4% | $5,194-34.5% | $4,645-26.8% |