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 | $73,546 | $47,479+54.9% | $62,929+16.9% | $82,448-10.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.39% | 20.34%-6.0pp | 1063.93%-1049.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,241 | $1,885-34.2% | $2,505-50.5% | $2,551-51.4% |
| Participant deferral / active EE | $2,852 | $2,870-0.6% | $3,888-26.7% | $4,139-31.1% |
| Admin fee / account holder | $1,807 | $3,804-52.5% | $5,065-64.3% | $7,234-75.0% |