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 | $67,931 | $100,901-32.7% | $75,670-10.2% | $147,584-54.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.66% | 35.78%-19.1pp | 27.34%-10.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,119 | $3,253-4.1% | $2,352+32.6% | $4,876-36.0% |
| Participant deferral / active EE | $6,072 | $4,027+50.8% | $3,142+93.2% | $5,439+11.6% |
| Admin fee / account holder | $18,783 | $11,285+66.4% | $5,800+223.9% | $10,885+72.6% |