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 | $76,344 | $104,251-26.8% | $91,001-16.1% | $147,584-48.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.76% | 27.06%-8.3pp | 4.60%+14.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,109 | $3,116-32.3% | $2,456-14.1% | $4,876-56.8% |
| Participant deferral / active EE | $5,948 | $4,195+41.8% | $3,547+67.7% | $5,439+9.4% |
| Admin fee / account holder | $6,049 | $8,948-32.4% | $5,417+11.7% | $10,885-44.4% |