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 | $71,839 | $90,503-20.6% | $78,689-8.7% | $273,961-73.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 17.74% | 75.60%-57.9pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $14,705 | $3,176+363.0% | $2,851+415.9% | $4,869+202.0% |
| Participant deferral / active EE | $9,200 | $3,901+135.8% | $3,517+161.6% | $5,287+74.0% |
| Admin fee / account holder | $818 | $5,263-84.5% | $4,510-81.9% | $10,132-91.9% |