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 | $77,628 | $149,734-48.2% | $118,925-34.7% | $158,922-51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.65% | 19.95%-8.3pp | 35.88%-24.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,979 | $4,115-27.6% | $3,263-8.7% | $4,761-37.4% |
| Participant deferral / active EE | $4,693 | $5,223-10.2% | $4,265+10.0% | $5,982-21.6% |
| Admin fee / account holder | $245,593 | $8,603+2754.7% | $6,581+3632.1% | $11,246+2083.9% |