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 | $68,084 | $85,006-19.9% | $76,190-10.6% | $145,922-53.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 13.11%+0.8pp | 13.78%+0.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $8,725 | $5,265+65.7% | $4,578+90.6% | $4,660+87.2% |
| Participant deferral / active EE | $3,865 | $6,392-39.5% | $5,474-29.4% | $6,688-42.2% |
| Admin fee / account holder | $1,642 | $5,760-71.5% | $5,123-68.0% | $13,397-87.7% |