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 | $68,387 | $104,907-34.8% | $84,611-19.2% | $152,861-55.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.85% | 373.79%-359.9pp | 258.74%-244.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,417 | $3,302+3.5% | $2,652+28.8% | $4,762-28.2% |
| Participant deferral / active EE | $8,304 | $4,688+77.2% | $3,899+113.0% | $5,850+42.0% |
| Admin fee / account holder | $4,319 | $6,241-30.8% | $4,912-12.1% | $11,596-62.8% |