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 | $74,776 | $73,515+1.7% | $62,995+18.7% | $147,584-49.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.29% | 175.43%-161.1pp | 87.57%-73.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,376 | $3,320-58.6% | $2,759-50.1% | $4,876-71.8% |
| Participant deferral / active EE | $4,958 | $4,185+18.5% | $3,329+48.9% | $5,439-8.8% |
| Admin fee / account holder | $2,593 | $5,953-56.4% | $3,600-28.0% | $10,885-76.2% |