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 | $74,898 | $111,754-33.0% | $103,333-27.5% | $145,922-48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,178 | $4,212+22.9% | $3,868+33.9% | $4,660+11.1% |
| Participant deferral / active EE | $7,394 | $5,619+31.6% | $5,057+46.2% | $6,688+10.6% |
| Admin fee / account holder | $1,182 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |