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 | $67,707 | $91,552-26.0% | $133,956-49.5% | $79,858-15.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.49% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,483 | $2,384+172.0% | $3,919+65.5% | $2,471+162.4% |
| Participant deferral / active EE | $5,345 | $3,733+43.2% | $5,048+5.9% | $3,740+42.9% |
| Admin fee / account holder | $682 | $6,321-89.2% | $8,927-92.4% | $5,306-87.1% |