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 | $61,674 | $105,859-41.7% | $90,160-31.6% | $147,584-58.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.55% | 37.63%-20.1pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,915 | $4,126-53.6% | $3,318-42.3% | $4,876-60.7% |
| Participant deferral / active EE | $3,502 | $5,733-38.9% | $5,288-33.8% | $5,439-35.6% |
| Admin fee / account holder | $3,345 | $8,046-58.4% | $5,943-43.7% | $10,885-69.3% |