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 | $82,581 | $152,587-45.9% | $125,175-34.0% | $152,861-46.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.02% | 54.84%-41.8pp | 43.79%-30.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $9,144 | $4,946+84.9% | $3,865+136.6% | $4,762+92.0% |
| Participant deferral / active EE | $10,710 | $5,868+82.5% | $4,937+116.9% | $5,850+83.1% |
| Admin fee / account holder | $2,512 | $13,434-81.3% | $9,702-74.1% | $11,596-78.3% |