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 | $73,612 | $148,534-50.4% | $135,903-45.8% | $139,434-47.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.73% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,483 | $5,243-71.7% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $7,209 | $8,100-11.0% | $7,758-7.1% | $6,710+7.4% |
| Admin fee / account holder | $2,341 | $12,400-81.1% | $10,762-78.2% | $11,403-79.5% |