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 | $79,767 | $106,515-25.1% | $96,683-17.5% | $139,434-42.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 23.74% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $6,005 | $4,103+46.4% | $3,737+60.7% | $4,751+26.4% |
| Participant deferral / active EE | $9,692 | $5,454+77.7% | $4,878+98.7% | $6,710+44.4% |
| Admin fee / account holder | $10,152 | $7,877+28.9% | $6,730+50.9% | $11,403-11.0% |