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 | $99,877-28.6% | $84,966-16.0% | $145,922-51.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.80% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,727 | $3,231+15.3% | $2,727+36.7% | $4,660-20.0% |
| Participant deferral / active EE | $11,338 | $5,291+114.3% | $4,519+150.9% | $6,688+69.5% |
| Admin fee / account holder | $1,224 | $7,248-83.1% | $6,149-80.1% | $13,397-90.9% |