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 | $69,215 | $107,791-35.8% | $90,645-23.6% | $135,375-48.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 72.97% | -0.90%+73.9pp | 1.88%+71.1pp | 519.73%-446.8pp |
| Employer contribution / active EE | $2,560 | $3,018-15.2% | $2,532+1.1% | $4,779-46.4% |
| Participant deferral / active EE | $3,175 | $3,872-18.0% | $3,425-7.3% | $5,609-43.4% |
| Admin fee / account holder | $50,159 | $5,930+745.9% | $4,994+904.4% | $10,827+363.3% |