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 | $70,032 | $113,339-38.2% | $94,993-26.3% | $147,584-52.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.05% | 20.77%-0.7pp | 27.12%-7.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,430 | $3,160-23.1% | $2,603-6.7% | $4,876-50.2% |
| Participant deferral / active EE | $7,264 | $3,777+92.3% | $3,317+119.0% | $5,439+33.6% |
| Admin fee / account holder | $2,154 | $6,063-64.5% | $4,960-56.6% | $10,885-80.2% |