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 | $60,970 | $104,251-41.5% | $91,001-33.0% | $147,584-58.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.63% | 27.06%-15.4pp | 4.60%+7.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $7,064 | $3,116+126.7% | $2,456+187.7% | $4,876+44.9% |
| Participant deferral / active EE | $7,514 | $4,195+79.1% | $3,547+111.8% | $5,439+38.2% |
| Admin fee / account holder | $1,314 | $8,948-85.3% | $5,417-75.7% | $10,885-87.9% |