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 | $82,539 | $202,432-59.2% | $169,368-51.3% | $139,434-40.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.68% | 531.74%-521.1pp | 405.60%-394.9pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,239 | $4,692-52.3% | $4,013-44.2% | $4,751-52.9% |
| Participant deferral / active EE | $3,575 | $6,938-48.5% | $6,221-42.5% | $6,710-46.7% |
| Admin fee / account holder | $9,394 | $10,708-12.3% | $9,003+4.3% | $11,403-17.6% |