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 | $65,632 | $91,037-27.9% | $71,671-8.4% | $147,584-55.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.63% | 20.48%-7.8pp | 20.65%-8.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $5,139 | $3,327+54.4% | $2,460+108.9% | $4,876+5.4% |
| Participant deferral / active EE | $5,711 | $4,498+27.0% | $3,438+66.1% | $5,439+5.0% |
| Admin fee / account holder | $3,100 | $8,613-64.0% | $5,558-44.2% | $10,885-71.5% |