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 | $79,734 | $124,281-35.8% | $109,143-26.9% | $167,490-52.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.02% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,528 | $4,207-16.1% | $3,722-5.2% | $4,837-27.1% |
| Participant deferral / active EE | $8,428 | $5,255+60.4% | $4,653+81.1% | $6,341+32.9% |
| Admin fee / account holder | $431 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |