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 | $35,012 | $58,927-40.6% | $76,817-54.4% | $72,985-52.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.27% | 2305.64%-2286.4pp | 1166.11%-1146.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,590 | $1,787+101.0% | $2,302+56.0% | $2,440+47.2% |
| Participant deferral / active EE | $1,869 | $2,690-30.5% | $3,336-44.0% | $3,607-48.2% |
| Admin fee / account holder | $1,960 | $4,013-51.1% | $6,420-69.5% | $5,124-61.7% |