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 | $59,666 | $108,919-45.2% | $100,391-40.6% | $145,922-59.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 57.88%-42.8pp | 49.20%-34.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,987 | $4,419-32.4% | $3,942-24.2% | $4,660-35.9% |
| Participant deferral / active EE | $8,467 | $8,445+0.3% | $8,082+4.8% | $6,688+26.6% |
| Admin fee / account holder | $55,285 | $9,689+470.6% | $7,899+599.9% | $13,397+312.7% |