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 | $74,840 | $77,419-3.3% | $69,455+7.8% | $152,861-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.85% | 39.06%-15.2pp | 28.97%-5.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,386 | $3,315-28.0% | $2,779-14.1% | $4,762-49.9% |
| Participant deferral / active EE | $7,561 | $4,414+71.3% | $3,535+113.9% | $5,850+29.2% |
| Admin fee / account holder | $10,591 | $6,207+70.6% | $3,839+175.9% | $11,596-8.7% |