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 | $79,279 | $91,190-13.1% | $178,490-55.6% | $79,858-0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.59% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $5,273 | $3,256+62.0% | $5,011+5.2% | $2,471+113.4% |
| Participant deferral / active EE | $4,583 | $3,236+41.6% | $5,202-11.9% | $3,740+22.5% |
| Admin fee / account holder | $1,192 | $6,751-82.3% | $13,984-91.5% | $5,306-77.5% |