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 | $64,182 | $98,750-35.0% | $149,696-57.1% | $79,858-19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.61% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,571 | $3,216+11.0% | $4,644-23.1% | $2,471+44.5% |
| Participant deferral / active EE | $6,493 | $5,680+14.3% | $6,842-5.1% | $3,740+73.6% |
| Admin fee / account holder | $1,738 | $6,053-71.3% | $9,309-81.3% | $5,306-67.2% |