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 | $65,319 | $99,877-34.6% | $84,966-23.1% | $145,922-55.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,661 | $3,231+13.3% | $2,727+34.2% | $4,660-21.4% |
| Participant deferral / active EE | $6,490 | $5,291+22.7% | $4,519+43.6% | $6,688-3.0% |
| Admin fee / account holder | $4,894 | $7,248-32.5% | $6,149-20.4% | $13,397-63.5% |