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 | $76,363 | $77,899-2.0% | $149,673-49.0% | $75,163+1.6% |
| Participation rate | 97.8% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 22.76% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,315 | $3,137+37.5% | $4,818-10.4% | $2,670+61.6% |
| Participant deferral / active EE | $3,305 | $3,411-3.1% | $5,680-41.8% | $4,125-19.9% |
| Admin fee / account holder | $1,955 | $5,956-67.2% | $13,210-85.2% | $5,651-65.4% |