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 | $92,161 | $110,257-16.4% | $96,544-4.5% | $139,434-33.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.65% | 26.32%-8.7pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,746 | $3,620-24.1% | $2,965-7.4% | $4,751-42.2% |
| Participant deferral / active EE | $6,543 | $5,548+17.9% | $4,851+34.9% | $6,710-2.5% |
| Admin fee / account holder | $4,267 | $11,591-63.2% | $8,252-48.3% | $11,403-62.6% |