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 | $72,899 | $108,825-33.0% | $156,181-53.3% | $82,448-11.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.23% | 20.59%-7.4pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $6,012 | $2,870+109.5% | $4,294+40.0% | $2,551+135.7% |
| Participant deferral / active EE | $5,965 | $4,577+30.3% | $6,132-2.7% | $4,139+44.1% |
| Admin fee / account holder | $3,499 | $9,341-62.5% | $14,586-76.0% | $7,234-51.6% |