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 | $82,292 | $86,286-4.6% | $111,297-26.1% | $85,850-4.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.37% | 19.99%+1.4pp | 54.65%-33.3pp | 318.53%-297.2pp |
| Employer contribution / active EE | $1,714 | $2,043-16.1% | $2,731-37.3% | $2,565-33.2% |
| Participant deferral / active EE | $4,525 | $3,641+24.3% | $4,487+0.9% | $3,952+14.5% |
| Admin fee / account holder | $1,270 | $8,188-84.5% | $7,964-84.0% | $6,260-79.7% |