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 | $62,844 | $133,922-53.1% | $116,228-45.9% | $142,382-55.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.72% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,037 | $3,446-11.8% | $2,994+1.4% | $4,299-29.4% |
| Participant deferral / active EE | $1,951 | $5,672-65.6% | $4,953-60.6% | $6,507-70.0% |
| Admin fee / account holder | $5,661 | $14,945-62.1% | $11,989-52.8% | $12,624-55.2% |