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 | $87,788 | $112,096-21.7% | $95,952-8.5% | $158,922-44.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.20% | 171.09%-146.9pp | 91.61%-67.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,444 | $3,198-23.6% | $2,541-3.8% | $4,761-48.7% |
| Participant deferral / active EE | $2,440 | $4,784-49.0% | $4,167-41.4% | $5,982-59.2% |
| Admin fee / account holder | $2,744 | $10,130-72.9% | $6,795-59.6% | $11,246-75.6% |