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 | $65,247 | $90,503-27.9% | $78,689-17.1% | $273,961-76.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.91% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $15,000 | $3,176+372.3% | $2,851+426.2% | $4,869+208.1% |
| Participant deferral / active EE | $8,494 | $3,901+117.7% | $3,517+141.5% | $5,287+60.7% |
| Admin fee / account holder | $1,670 | $5,263-68.3% | $4,510-63.0% | $10,132-83.5% |