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 | $72,324 | $115,882-37.6% | $100,516-28.0% | $158,922-54.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.85% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,567 | $4,103-61.8% | $3,418-54.2% | $4,761-67.1% |
| Participant deferral / active EE | $3,156 | $6,674-52.7% | $6,270-49.7% | $5,982-47.2% |
| Admin fee / account holder | $303 | $10,995-97.2% | $8,081-96.3% | $11,246-97.3% |