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 | $76,654 | $91,190-15.9% | $178,490-57.1% | $79,858-4.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,827 | $3,256+17.5% | $5,011-23.6% | $2,471+54.9% |
| Participant deferral / active EE | $3,338 | $3,236+3.2% | $5,202-35.8% | $3,740-10.7% |
| Admin fee / account holder | $399 | $6,751-94.1% | $13,984-97.1% | $5,306-92.5% |