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 | $73,669 | $99,652-26.1% | $78,778-6.5% | $147,584-50.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.27% | 47.28%-33.0pp | 35.62%-21.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,355 | $2,796-51.5% | $1,986-31.8% | $4,876-72.2% |
| Participant deferral / active EE | $2,886 | $3,664-21.2% | $2,958-2.4% | $5,439-46.9% |
| Admin fee / account holder | $2,769 | $7,155-61.3% | $5,134-46.1% | $10,885-74.6% |