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 | $70,686 | $100,773-29.9% | $88,946-20.5% | $142,382-50.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.40% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,601 | $2,918+92.0% | $2,555+119.2% | $4,299+30.3% |
| Participant deferral / active EE | $6,141 | $5,230+17.4% | $4,581+34.0% | $6,507-5.6% |
| Admin fee / account holder | $6,624 | $9,693-31.7% | $8,261-19.8% | $12,624-47.5% |