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 | $89,227 | $118,680-24.8% | $98,907-9.8% | $158,922-43.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 12.07% | 372.35%-360.3pp | 196.43%-184.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,222 | $3,333-3.3% | $2,689+19.8% | $4,761-32.3% |
| Participant deferral / active EE | $6,711 | $5,088+31.9% | $4,244+58.1% | $5,982+12.2% |
| Admin fee / account holder | $16,851 | $10,131+66.3% | $6,642+153.7% | $11,246+49.8% |