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 | $81,625 | $113,935-28.4% | $94,224-13.4% | $125,391-34.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.30% | 5.29%-3.0pp | 10.68%-8.4pp | 282.22%-279.9pp |
| Employer contribution / active EE | $23,125 | $4,727+389.2% | $3,587+544.8% | $4,866+375.2% |
| Participant deferral / active EE | $21,000 | $5,179+305.5% | $4,320+386.1% | $5,352+292.4% |
| Admin fee / account holder | $1,436 | $8,391-82.9% | $6,269-77.1% | $9,540-84.9% |