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 | $27,650 | $91,538-69.8% | $129,995-78.7% | $75,163-63.2% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 14.78% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,130 | $2,845-25.1% | $4,320-50.7% | $2,670-20.2% |
| Participant deferral / active EE | $6,297 | $4,341+45.1% | $5,820+8.2% | $4,125+52.6% |
| Admin fee / account holder | $1,808 | $6,790-73.4% | $10,614-83.0% | $5,651-68.0% |