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 | $71,335 | $99,921-28.6% | $85,009-16.1% | $145,959-51.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.80% | 83.89%-65.1pp | 66.47%-47.7pp | 561.95%-543.1pp |
| Employer contribution / active EE | $3,727 | $3,233+15.3% | $2,728+36.6% | $4,661-20.0% |
| Participant deferral / active EE | $11,338 | $5,293+114.2% | $4,522+150.8% | $6,689+69.5% |
| Admin fee / account holder | $1,224 | $7,252-83.1% | $6,153-80.1% | $13,398-90.9% |