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 | $83,397 | $114,381-27.1% | $107,525-22.4% | $142,382-41.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.38% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $13,424 | $4,015+234.4% | $3,754+257.6% | $4,299+212.2% |
| Participant deferral / active EE | $9,236 | $5,564+66.0% | $5,116+80.5% | $6,507+41.9% |
| Admin fee / account holder | $4,592 | $9,860-53.4% | $8,919-48.5% | $12,624-63.6% |