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 | $68,613 | $91,190-24.8% | $178,490-61.6% | $79,858-14.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.57% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $6,526 | $3,256+100.4% | $5,011+30.2% | $2,471+164.1% |
| Participant deferral / active EE | $3,676 | $3,236+13.6% | $5,202-29.3% | $3,740-1.7% |
| Admin fee / account holder | $338 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |