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 | $60,425 | $111,754-45.9% | $103,333-41.5% | $145,922-58.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $9,568 | $4,212+127.1% | $3,868+147.4% | $4,660+105.3% |
| Participant deferral / active EE | $4,534 | $5,619-19.3% | $5,057-10.4% | $6,688-32.2% |
| Admin fee / account holder | $7,525 | $9,750-22.8% | $8,355-9.9% | $13,397-43.8% |