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 | $72,303 | $115,882-37.6% | $100,516-28.1% | $158,922-54.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.14% | 34.79%-19.6pp | 30.89%-15.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,561 | $4,103-13.2% | $3,418+4.2% | $4,761-25.2% |
| Participant deferral / active EE | $5,933 | $6,674-11.1% | $6,270-5.4% | $5,982-0.8% |
| Admin fee / account holder | $6,633 | $10,995-39.7% | $8,081-17.9% | $11,246-41.0% |