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 | $71,366 | $105,931-32.6% | $81,930-12.9% | $158,922-55.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.95% | 38.17%-22.2pp | 29.49%-13.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $10,947 | $7,800+40.4% | $4,310+154.0% | $4,761+129.9% |
| Participant deferral / active EE | $1,497 | $13,003-88.5% | $7,107-78.9% | $5,982-75.0% |
| Admin fee / account holder | $9,464 | $8,489+11.5% | $5,158+83.5% | $11,246-15.8% |