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 | $72,838 | $117,841-38.2% | $102,423-28.9% | $145,922-50.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 21.99% | 31.65%-9.7pp | 29.32%-7.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,001 | $3,615+38.4% | $3,023+65.4% | $4,660+7.3% |
| Participant deferral / active EE | $5,239 | $5,731-8.6% | $5,053+3.7% | $6,688-21.7% |
| Admin fee / account holder | $1,463 | $13,326-89.0% | $9,451-84.5% | $13,397-89.1% |