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 | $92,766 | $124,281-25.4% | $109,143-15.0% | $167,490-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.50% | 26.04%-9.5pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,196 | $4,207+23.5% | $3,722+39.6% | $4,837+7.4% |
| Participant deferral / active EE | $4,814 | $5,255-8.4% | $4,653+3.5% | $6,341-24.1% |
| Admin fee / account holder | $3,454 | $7,970-56.7% | $6,752-48.8% | $12,309-71.9% |