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 | $73,833 | $103,966-29.0% | $112,887-34.6% | $75,163-1.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.57% | 24.54%-8.0pp | 34.10%-17.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,151 | $3,870+58.9% | $4,563+34.8% | $2,670+130.4% |
| Participant deferral / active EE | $8,229 | $5,456+50.8% | $6,513+26.3% | $4,125+99.5% |
| Admin fee / account holder | $4,899 | $7,663-36.1% | $7,047-30.5% | $5,651-13.3% |