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 | $45,154 | $58,208-22.4% | $81,812-44.8% | $80,856-44.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.04% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,796 | $2,340+19.5% | $2,912-4.0% | $2,755+1.5% |
| Participant deferral / active EE | $4,425 | $3,281+34.9% | $4,319+2.5% | $4,296+3.0% |
| Admin fee / account holder | $2,260 | $4,981-54.6% | $7,386-69.4% | $6,918-67.3% |