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 | $69,581 | $97,744-28.8% | $103,476-32.8% | $145,922-52.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 25.41%-12.6pp | 23.90%-11.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,274 | $4,677-30.0% | $4,672-29.9% | $4,660-29.7% |
| Participant deferral / active EE | $12,433 | $6,603+88.3% | $6,623+87.7% | $6,688+85.9% |
| Admin fee / account holder | $6,950 | $12,515-44.5% | $9,413-26.2% | $13,397-48.1% |