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 | $66,021 | $98,750-33.1% | $149,696-55.9% | $79,858-17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.05% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,781 | $3,216+17.6% | $4,644-18.6% | $2,471+53.0% |
| Participant deferral / active EE | $7,941 | $5,680+39.8% | $6,842+16.1% | $3,740+112.3% |
| Admin fee / account holder | $1,374 | $6,053-77.3% | $9,309-85.2% | $5,306-74.1% |