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 | $73,029 | $228,332-68.0% | $185,823-60.7% | $158,922-54.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.75% | 40.80%-20.1pp | 35.95%-15.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $5,738 | $4,967+15.5% | $4,087+40.4% | $4,761+20.5% |
| Participant deferral / active EE | $2,676 | $6,415-58.3% | $5,632-52.5% | $5,982-55.3% |
| Admin fee / account holder | $1,571 | $11,864-86.8% | $9,500-83.5% | $11,246-86.0% |