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 | $69,739 | $91,552-23.8% | $133,956-47.9% | $79,858-12.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.82% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,911 | $2,384-19.8% | $3,919-51.2% | $2,471-22.6% |
| Participant deferral / active EE | $3,393 | $3,733-9.1% | $5,048-32.8% | $3,740-9.3% |
| Admin fee / account holder | $5,065 | $6,321-19.9% | $8,927-43.3% | $5,306-4.5% |