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 | $75,079 | $104,251-28.0% | $91,001-17.5% | $147,584-49.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.93% | 27.06%-2.1pp | 4.60%+20.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $8,749 | $3,116+180.8% | $2,456+256.3% | $4,876+79.4% |
| Participant deferral / active EE | $16,139 | $4,195+284.7% | $3,547+354.9% | $5,439+196.7% |
| Admin fee / account holder | $7,550 | $8,948-15.6% | $5,417+39.4% | $10,885-30.6% |