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 | $65,927 | $99,918-34.0% | $81,382-19.0% | $145,922-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.34% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,581 | $2,978-13.3% | $2,463+4.8% | $4,660-44.6% |
| Participant deferral / active EE | $1,478 | $4,605-67.9% | $3,883-61.9% | $6,688-77.9% |
| Admin fee / account holder | $4,481 | $8,212-45.4% | $5,768-22.3% | $13,397-66.6% |