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 | $58,240 | $102,828-43.4% | $105,387-44.7% | $152,861-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.58% | 20.85%+1.7pp | 26.82%-4.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $5,618 | $4,473+25.6% | $4,213+33.3% | $4,762+18.0% |
| Participant deferral / active EE | $9,888 | $5,465+80.9% | $5,502+79.7% | $5,850+69.0% |
| Admin fee / account holder | $14,349 | $8,683+65.3% | $6,559+118.8% | $11,596+23.7% |