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 | $70,061 | $91,190-23.2% | $178,490-60.7% | $79,858-12.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.96% | 24.19%+7.8pp | 151.07%-119.1pp | 31.71%+0.2pp |
| Employer contribution / active EE | $2,161 | $3,256-33.6% | $5,011-56.9% | $2,471-12.5% |
| Participant deferral / active EE | $10,533 | $3,236+225.5% | $5,202+102.5% | $3,740+181.6% |
| Admin fee / account holder | $4,178 | $6,751-38.1% | $13,984-70.1% | $5,306-21.3% |