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 | $73,493 | $107,334-31.5% | $92,893-20.9% | $152,861-51.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.09% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,918 | $4,221-30.9% | $3,653-20.1% | $4,762-38.7% |
| Participant deferral / active EE | $8,379 | $4,845+72.9% | $4,236+97.8% | $5,850+43.2% |
| Admin fee / account holder | $2,464 | $7,079-65.2% | $5,794-57.5% | $11,596-78.8% |