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 | $67,296 | $71,829-6.3% | $69,780-3.6% | $142,382-52.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.57% | 31.01%-12.4pp | 26.31%-7.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,650 | $4,385-39.6% | $4,168-36.4% | $4,299-38.4% |
| Participant deferral / active EE | $5,824 | $6,819-14.6% | $6,164-5.5% | $6,507-10.5% |
| Admin fee / account holder | $712 | $7,818-90.9% | $7,285-90.2% | $12,624-94.4% |