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 | $26,332 | $53,822-51.1% | $75,696-65.2% | $85,850-69.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.68% | 24.54%-4.9pp | 104.53%-84.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $6,477 | $2,017+221.2% | $2,743+136.2% | $2,565+152.5% |
| Participant deferral / active EE | $2,570 | $2,895-11.2% | $3,821-32.8% | $3,952-35.0% |
| Admin fee / account holder | $6,063 | $3,343+81.4% | $3,619+67.5% | $6,260-3.1% |