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 | $158,134 | $95,561+65.5% | $77,163+104.9% | $139,434+13.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.69% | 54.92%-36.2pp | 37.87%-19.2pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,601 | $3,147-49.1% | $2,535-36.9% | $4,751-66.3% |
| Participant deferral / active EE | $6,695 | $4,624+44.8% | $3,833+74.6% | $6,710-0.2% |
| Admin fee / account holder | $4,700 | $8,295-43.3% | $5,472-14.1% | $11,403-58.8% |