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 | $62,196 | $86,286-27.9% | $111,297-44.1% | $85,850-27.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,004 | $2,043-1.9% | $2,731-26.6% | $2,565-21.9% |
| Participant deferral / active EE | $2,961 | $3,641-18.7% | $4,487-34.0% | $3,952-25.1% |
| Admin fee / account holder | $10,371 | $8,188+26.7% | $7,964+30.2% | $6,260+65.7% |