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 | $72,854 | $114,381-36.3% | $107,525-32.2% | $142,382-48.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.28% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,313 | $4,015+181.8% | $3,754+201.4% | $4,299+163.1% |
| Participant deferral / active EE | $9,038 | $5,564+62.4% | $5,116+76.7% | $6,507+38.9% |
| Admin fee / account holder | $401 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |