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 | $74,751 | $102,317-26.9% | $146,958-49.1% | $80,856-7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,563 | $3,713-4.0% | $4,933-27.8% | $2,755+29.3% |
| Participant deferral / active EE | $6,587 | $6,644-0.9% | $8,070-18.4% | $4,296+53.3% |
| Admin fee / account holder | $6,006 | $7,941-24.4% | $12,998-53.8% | $6,918-13.2% |