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 | $30,772 | $228,332-86.5% | $185,823-83.4% | $158,922-80.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.60% | 40.80%-23.2pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,163 | $4,967-56.5% | $4,087-47.1% | $4,761-54.6% |
| Participant deferral / active EE | $6,355 | $6,415-0.9% | $5,632+12.8% | $5,982+6.2% |
| Admin fee / account holder | $3,487 | $11,864-70.6% | $9,500-63.3% | $11,246-69.0% |