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 | $79,894 | $115,882-31.1% | $100,516-20.5% | $158,922-49.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.96% | 34.79%-22.8pp | 30.89%-18.9pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,757 | $4,103-32.8% | $3,418-19.3% | $4,761-42.1% |
| Participant deferral / active EE | $11,064 | $6,674+65.8% | $6,270+76.5% | $5,982+85.0% |
| Admin fee / account holder | $4,573 | $10,995-58.4% | $8,081-43.4% | $11,246-59.3% |