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 | $65,645 | $99,921-34.3% | $85,009-22.8% | $145,959-55.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 83.89%-74.6pp | 66.47%-57.2pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,905 | $3,233-41.1% | $2,728-30.2% | $4,661-59.1% |
| Participant deferral / active EE | $4,219 | $5,293-20.3% | $4,522-6.7% | $6,689-36.9% |
| Admin fee / account holder | $1,388 | $7,252-80.9% | $6,153-77.4% | $13,398-89.6% |