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 | $63,922 | $100,773-36.6% | $88,946-28.1% | $142,382-55.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.74% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,890 | $2,918-35.2% | $2,555-26.0% | $4,299-56.0% |
| Participant deferral / active EE | $5,491 | $5,230+5.0% | $4,581+19.8% | $6,507-15.6% |
| Admin fee / account holder | $4,272 | $9,693-55.9% | $8,261-48.3% | $12,624-66.2% |