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 | $57,405 | $165,912-65.4% | $122,332-53.1% | $147,584-61.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.14% | 34.55%-23.4pp | 30.27%-19.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,553 | $5,754-20.9% | $4,050+12.4% | $4,876-6.6% |
| Participant deferral / active EE | $12,000 | $4,005+199.6% | $3,287+265.1% | $5,439+120.6% |
| Admin fee / account holder | $6,429 | $7,424-13.4% | $5,478+17.4% | $10,885-40.9% |