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 | $69,675 | $91,190-23.6% | $178,490-61.0% | $79,858-12.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.42% | 24.19%+7.2pp | 151.07%-119.7pp | 31.71%-0.3pp |
| Employer contribution / active EE | $3,850 | $3,256+18.3% | $5,011-23.2% | $2,471+55.8% |
| Participant deferral / active EE | $2,558 | $3,236-21.0% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $1,386 | $6,751-79.5% | $13,984-90.1% | $5,306-73.9% |