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 | $62,925 | $80,812-22.1% | $160,784-60.9% | $82,448-23.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 17.77% | 100.59%-82.8pp | 1803.92%-1786.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,099 | $2,174-3.4% | $3,733-43.8% | $2,551-17.7% |
| Participant deferral / active EE | $4,520 | $4,335+4.3% | $6,293-28.2% | $4,139+9.2% |
| Admin fee / account holder | $2,490 | $7,695-67.6% | $9,717-74.4% | $7,234-65.6% |