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 | $71,390 | $77,899-8.4% | $149,673-52.3% | $75,163-5.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.58% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $6,356 | $3,137+102.6% | $4,818+31.9% | $2,670+138.1% |
| Participant deferral / active EE | $3,451 | $3,411+1.2% | $5,680-39.3% | $4,125-16.4% |
| Admin fee / account holder | $1,216 | $5,956-79.6% | $13,210-90.8% | $5,651-78.5% |