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 | $56,407 | $91,538-38.4% | $129,995-56.6% | $75,163-25.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.89% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,097 | $2,845+79.1% | $4,320+18.0% | $2,670+90.9% |
| Participant deferral / active EE | $5,626 | $4,341+29.6% | $5,820-3.3% | $4,125+36.4% |
| Admin fee / account holder | $6,993 | $6,790+3.0% | $10,614-34.1% | $5,651+23.7% |