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 | $77,512 | $91,190-15.0% | $178,490-56.6% | $79,858-2.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.98% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,766 | $3,256-15.1% | $5,011-44.8% | $2,471+11.9% |
| Participant deferral / active EE | $4,505 | $3,236+39.2% | $5,202-13.4% | $3,740+20.5% |
| Admin fee / account holder | $891 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |