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 | $63,682 | $103,376-38.4% | $87,100-26.9% | $152,861-58.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.27% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $7,285 | $3,220+126.2% | $2,521+188.9% | $4,762+53.0% |
| Participant deferral / active EE | $8,572 | $4,778+79.4% | $4,049+111.7% | $5,850+46.5% |
| Admin fee / account holder | $631 | $12,205-94.8% | $7,497-91.6% | $11,596-94.6% |