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 | $60,717 | $102,616-40.8% | $81,983-25.9% | $158,922-61.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.75% | 61.04%-48.3pp | 41.31%-28.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,371 | $3,240+65.8% | $2,498+115.0% | $4,761+12.8% |
| Participant deferral / active EE | $1,986 | $4,648-57.3% | $3,722-46.6% | $5,982-66.8% |
| Admin fee / account holder | $1,012 | $8,235-87.7% | $5,664-82.1% | $11,246-91.0% |