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 | $73,033 | $210,408-65.3% | $153,485-52.4% | $145,922-50.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.52% | 13.37%-1.9pp | 15.65%-4.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,377 | $6,048-60.7% | $5,039-52.8% | $4,660-49.0% |
| Participant deferral / active EE | $2,721 | $7,975-65.9% | $6,757-59.7% | $6,688-59.3% |
| Admin fee / account holder | $19,485 | $19,419+0.3% | $12,724+53.1% | $13,397+45.4% |