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 | $75,458 | $102,382-26.3% | $147,005-48.7% | $80,874-6.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.31% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,714 | $3,715+26.9% | $4,934-4.5% | $2,756+71.1% |
| Participant deferral / active EE | $11,380 | $6,646+71.2% | $8,070+41.0% | $4,297+164.8% |
| Admin fee / account holder | $8,002 | $7,942+0.7% | $13,006-38.5% | $6,935+15.4% |