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 | $72,966 | $103,376-29.4% | $87,100-16.2% | $152,861-52.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.84% | 28.10%-16.3pp | 28.19%-16.4pp | 345.32%-333.5pp |
| Employer contribution / active EE | $5,288 | $3,220+64.2% | $2,521+109.7% | $4,762+11.0% |
| Participant deferral / active EE | $6,110 | $4,778+27.9% | $4,049+50.9% | $5,850+4.4% |
| Admin fee / account holder | $744 | $12,205-93.9% | $7,497-90.1% | $11,596-93.6% |