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 | $80,130 | $106,515-24.8% | $96,683-17.1% | $139,434-42.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.31% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,027 | $4,103-26.2% | $3,737-19.0% | $4,751-36.3% |
| Participant deferral / active EE | $7,169 | $5,454+31.4% | $4,878+47.0% | $6,710+6.8% |
| Admin fee / account holder | $2,466 | $7,877-68.7% | $6,730-63.4% | $11,403-78.4% |