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 | $78,215 | $124,281-37.1% | $109,143-28.3% | $167,490-53.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.30% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,769 | $4,207-10.4% | $3,722+1.3% | $4,837-22.1% |
| Participant deferral / active EE | $6,219 | $5,255+18.3% | $4,653+33.7% | $6,341-1.9% |
| Admin fee / account holder | $3,686 | $7,970-53.8% | $6,752-45.4% | $12,309-70.1% |