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 | $61,621 | $99,877-38.3% | $84,966-27.5% | $145,922-57.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.56% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,943 | $3,231+22.0% | $2,727+44.6% | $4,660-15.4% |
| Participant deferral / active EE | $2,995 | $5,291-43.4% | $4,519-33.7% | $6,688-55.2% |
| Admin fee / account holder | $17,877 | $7,248+146.6% | $6,149+190.7% | $13,397+33.4% |