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 | $64,748 | $104,974-38.3% | $95,585-32.3% | $142,382-54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.78% | 210.33%-198.5pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,654 | $2,779-4.5% | $2,527+5.1% | $4,299-38.3% |
| Participant deferral / active EE | $6,944 | $4,352+59.6% | $4,023+72.6% | $6,507+6.7% |
| Admin fee / account holder | $10,318 | $6,386+61.6% | $6,127+68.4% | $12,624-18.3% |