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 | $74,840 | $111,754-33.0% | $103,333-27.6% | $145,922-48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.76% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,501 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $8,043 | $5,619+43.1% | $5,057+59.0% | $6,688+20.3% |
| Admin fee / account holder | $1,340 | $9,750-86.3% | $8,355-84.0% | $13,397-90.0% |