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 | $68,866 | $90,503-23.9% | $78,689-12.5% | $273,961-74.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 11.53% | 75.60%-64.1pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $9,681 | $3,176+204.8% | $2,851+239.6% | $4,869+98.8% |
| Participant deferral / active EE | $7,031 | $3,901+80.2% | $3,517+99.9% | $5,287+33.0% |
| Admin fee / account holder | $333 | $5,263-93.7% | $4,510-92.6% | $10,132-96.7% |