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 | $69,419 | $115,882-40.1% | $100,516-30.9% | $158,922-56.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.80% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,970 | $4,103-27.6% | $3,418-13.1% | $4,761-37.6% |
| Participant deferral / active EE | $9,968 | $6,674+49.3% | $6,270+59.0% | $5,982+66.6% |
| Admin fee / account holder | $2,987 | $10,995-72.8% | $8,081-63.0% | $11,246-73.4% |