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 | $55,491 | $58,927-5.8% | $76,817-27.8% | $72,985-24.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.84% | 2305.64%-2287.8pp | 1166.11%-1148.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,347 | $1,787+31.4% | $2,302+2.0% | $2,440-3.8% |
| Participant deferral / active EE | $3,174 | $2,690+18.0% | $3,336-4.8% | $3,607-12.0% |
| Admin fee / account holder | $789 | $4,013-80.3% | $6,420-87.7% | $5,124-84.6% |