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 | $54,493 | $60,124-9.4% | $90,404-39.7% | $79,858-31.8% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 14.60% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,890 | $2,068+136.5% | $3,262+49.9% | $2,471+97.9% |
| Participant deferral / active EE | $1,241 | $2,938-57.8% | $3,963-68.7% | $3,740-66.8% |
| Admin fee / account holder | $3,843 | $3,976-3.4% | $5,611-31.5% | $5,306-27.6% |