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 | $54,825 | $90,397-39.4% | $76,002-27.9% | $145,959-62.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.42% | 621.97%-604.6pp | 360.07%-342.6pp | 561.95%-544.5pp |
| Employer contribution / active EE | $6,746 | $3,317+103.4% | $2,688+150.9% | $4,661+44.7% |
| Participant deferral / active EE | $5,142 | $5,163-0.4% | $4,257+20.8% | $6,689-23.1% |
| Admin fee / account holder | $3,477 | $8,369-58.5% | $6,414-45.8% | $13,398-74.0% |