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 | $63,776 | $102,547-37.8% | $78,210-18.5% | $147,584-56.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.49% | 51.08%-36.6pp | 40.90%-26.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,745 | $2,617+4.9% | $2,034+35.0% | $4,876-43.7% |
| Participant deferral / active EE | $4,785 | $3,481+37.5% | $2,823+69.5% | $5,439-12.0% |
| Admin fee / account holder | $15,151 | $5,059+199.5% | $3,758+303.1% | $10,885+39.2% |