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 | $114,333 | $228,332-49.9% | $185,823-38.5% | $158,922-28.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.53% | 40.80%-24.3pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,767 | $4,967-24.2% | $4,087-7.8% | $4,761-20.9% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,781 | $11,864-51.3% | $9,500-39.2% | $11,246-48.6% |