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 | $50,321 | $111,754-55.0% | $103,333-51.3% | $145,922-65.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,995 | $4,212+42.3% | $3,868+55.0% | $4,660+28.7% |
| Participant deferral / active EE | $3,920 | $5,619-30.2% | $5,057-22.5% | $6,688-41.4% |
| Admin fee / account holder | $24,465 | $9,750+150.9% | $8,355+192.8% | $13,397+82.6% |