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 | $70,193 | $91,190-23.0% | $178,490-60.7% | $79,858-12.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.72% | 24.19%-12.5pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,691 | $3,256-48.0% | $5,011-66.2% | $2,471-31.5% |
| Participant deferral / active EE | $4,873 | $3,236+50.6% | $5,202-6.3% | $3,740+30.3% |
| Admin fee / account holder | $448 | $6,751-93.4% | $13,984-96.8% | $5,306-91.6% |