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 | $67,437 | $102,382-34.1% | $147,005-54.1% | $80,874-16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.22% | 134.89%-116.7pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,758 | $3,715-25.8% | $4,934-44.1% | $2,756+0.1% |
| Participant deferral / active EE | $5,712 | $6,646-14.1% | $8,070-29.2% | $4,297+32.9% |
| Admin fee / account holder | $5,622 | $7,942-29.2% | $13,006-56.8% | $6,935-18.9% |