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 | $76,270 | $165,912-54.0% | $122,332-37.7% | $147,584-48.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.58% | 34.55%-18.0pp | 30.27%-13.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $6,929 | $5,754+20.4% | $4,050+71.1% | $4,876+42.1% |
| Participant deferral / active EE | $8,666 | $4,005+116.3% | $3,287+163.6% | $5,439+59.3% |
| Admin fee / account holder | $8,504 | $7,424+14.6% | $5,478+55.2% | $10,885-21.9% |