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 | $76,779 | $117,983-34.9% | $101,794-24.6% | $142,382-46.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,552 | $2,773+64.2% | $2,289+98.9% | $4,299+5.9% |
| Participant deferral / active EE | $9,265 | $4,714+96.6% | $4,084+126.9% | $6,507+42.4% |
| Admin fee / account holder | $9,854 | $10,433-5.6% | $8,777+12.3% | $12,624-21.9% |