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 | $72,216 | $154,117-53.1% | $129,995-44.4% | $139,434-48.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 32.48%-20.5pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,177 | $5,289-58.8% | $4,320-49.6% | $4,751-54.2% |
| Participant deferral / active EE | $6,601 | $6,710-1.6% | $5,820+13.4% | $6,710-1.6% |
| Admin fee / account holder | $2,000 | $14,007-85.7% | $10,614-81.2% | $11,403-82.5% |