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 | $61,644 | $98,240-37.3% | $82,313-25.1% | $147,584-58.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.48% | 30.85%-12.4pp | 25.88%-7.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,207 | $3,192+63.1% | $2,428+114.4% | $4,876+6.8% |
| Participant deferral / active EE | $4,420 | $4,383+0.8% | $3,706+19.3% | $5,439-18.7% |
| Admin fee / account holder | $2,157 | $8,563-74.8% | $5,608-61.5% | $10,885-80.2% |