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 | $66,558 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 18.96% | 36.51%-17.6pp | 29.30%-10.3pp | 41.45%-22.5pp |
| Employer contribution / active EE | $22,639 | $6,029+275.5% | $5,211+334.4% | $4,869+365.0% |
| Participant deferral / active EE | $9,678 | $6,958+39.1% | $6,282+54.1% | $5,287+83.0% |
| Admin fee / account holder | $1,663 | $11,765-85.9% | $9,324-82.2% | $10,132-83.6% |