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 | $65,427 | $91,538-28.5% | $129,995-49.7% | $75,163-13.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.50% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,275 | $2,845+50.2% | $4,320-1.0% | $2,670+60.1% |
| Participant deferral / active EE | $4,638 | $4,341+6.8% | $5,820-20.3% | $4,125+12.4% |
| Admin fee / account holder | $1,865 | $6,790-72.5% | $10,614-82.4% | $5,651-67.0% |