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 | $76,530 | $111,754-31.5% | $103,333-25.9% | $145,922-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,183 | $4,212-48.2% | $3,868-43.6% | $4,660-53.2% |
| Participant deferral / active EE | $12,361 | $5,619+120.0% | $5,057+144.4% | $6,688+84.8% |
| Admin fee / account holder | $5,746 | $9,750-41.1% | $8,355-31.2% | $13,397-57.1% |