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 | $79,488 | $103,376-23.1% | $87,100-8.7% | $152,861-48.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.66% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,904 | $3,220-9.8% | $2,521+15.2% | $4,762-39.0% |
| Participant deferral / active EE | $5,855 | $4,778+22.5% | $4,049+44.6% | $5,850+0.1% |
| Admin fee / account holder | $32,847 | $12,205+169.1% | $7,497+338.2% | $11,596+183.2% |