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 | $81,059 | $115,882-30.1% | $100,516-19.4% | $158,922-49.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.24% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $6,825 | $4,103+66.3% | $3,418+99.7% | $4,761+43.3% |
| Participant deferral / active EE | $9,674 | $6,674+44.9% | $6,270+54.3% | $5,982+61.7% |
| Admin fee / account holder | $5,667 | $10,995-48.5% | $8,081-29.9% | $11,246-49.6% |