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 | $71,896 | $101,069-28.9% | $81,478-11.8% | $147,584-51.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.67% | 32.40%-17.7pp | 38.78%-24.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,934 | $3,205+53.9% | $2,568+92.2% | $4,876+1.2% |
| Participant deferral / active EE | $7,005 | $4,242+65.1% | $3,537+98.1% | $5,439+28.8% |
| Admin fee / account holder | $4,049 | $5,812-30.3% | $4,561-11.2% | $10,885-62.8% |