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 | $68,888 | $112,881-39.0% | $90,951-24.3% | $158,922-56.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.32% | 215.79%-196.5pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,897 | $2,893+34.7% | $2,122+83.7% | $4,761-18.1% |
| Participant deferral / active EE | $4,870 | $4,128+18.0% | $3,373+44.4% | $5,982-18.6% |
| Admin fee / account holder | $1,033 | $8,041-87.1% | $5,959-82.7% | $11,246-90.8% |