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 | $68,389 | $105,126-34.9% | $94,646-27.7% | $139,434-51.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.32% | 38.03%-21.7pp | 156.71%-140.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,925 | $4,106-53.1% | $3,672-47.6% | $4,751-59.5% |
| Participant deferral / active EE | $2,950 | $7,599-61.2% | $7,418-60.2% | $6,710-56.0% |
| Admin fee / account holder | $8,693 | $8,984-3.2% | $7,231+20.2% | $11,403-23.8% |