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 | $71,345 | $104,974-32.0% | $95,585-25.4% | $142,382-49.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,732 | $2,779-37.7% | $2,527-31.4% | $4,299-59.7% |
| Participant deferral / active EE | $4,911 | $4,352+12.8% | $4,023+22.1% | $6,507-24.5% |
| Admin fee / account holder | $1,130 | $6,386-82.3% | $6,127-81.6% | $12,624-91.0% |