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 | $67,792 | $91,538-25.9% | $129,995-47.9% | $75,163-9.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.96% | -631.11%+645.1pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,419 | $2,845-15.0% | $4,320-44.0% | $2,670-9.4% |
| Participant deferral / active EE | $6,959 | $4,341+60.3% | $5,820+19.6% | $4,125+68.7% |
| Admin fee / account holder | $2,206 | $6,790-67.5% | $10,614-79.2% | $5,651-61.0% |