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 | $67,686 | $73,933-8.4% | $96,683-30.0% | $75,163-9.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.24% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $5,625 | $2,928+92.1% | $3,737+50.5% | $2,670+110.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $425 | $5,216-91.9% | $6,730-93.7% | $5,651-92.5% |