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 | $45,743 | $73,515-37.8% | $62,995-27.4% | $147,584-69.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.43% | 175.43%-162.0pp | 87.57%-74.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,674 | $3,320-19.5% | $2,759-3.1% | $4,876-45.2% |
| Participant deferral / active EE | $6,558 | $4,185+56.7% | $3,329+97.0% | $5,439+20.6% |
| Admin fee / account holder | $6,046 | $5,953+1.6% | $3,600+67.9% | $10,885-44.5% |