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 | $99,294 | $73,515+35.1% | $62,995+57.6% | $147,584-32.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 11.50% | 175.43%-163.9pp | 87.57%-76.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,613 | $3,320-21.3% | $2,759-5.3% | $4,876-46.4% |
| Participant deferral / active EE | $6,033 | $4,185+44.2% | $3,329+81.2% | $5,439+10.9% |
| Admin fee / account holder | $1,124 | $5,953-81.1% | $3,600-68.8% | $10,885-89.7% |