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 | $82,431 | $118,450-30.4% | $98,439-16.3% | $139,434-40.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,011 | $3,609+11.1% | $3,048+31.6% | $4,751-15.6% |
| Participant deferral / active EE | $9,519 | $5,392+76.5% | $4,738+100.9% | $6,710+41.9% |
| Admin fee / account holder | $5,923 | $14,026-57.8% | $8,948-33.8% | $11,403-48.1% |