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 | $83,902-25.0% | $167,512-62.4% | $84,808-25.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.77% | 91.55%-73.8pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,099 | $2,264-7.3% | $3,882-45.9% | $2,631-20.2% |
| Participant deferral / active EE | $4,520 | $4,442+1.7% | $6,405-29.4% | $4,212+7.3% |
| Admin fee / account holder | $2,490 | $7,915-68.5% | $9,769-74.5% | $7,344-66.1% |