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 | $75,152 | $149,734-49.8% | $118,925-36.8% | $158,922-52.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.71% | 19.95%-13.2pp | 35.88%-29.2pp | 302.83%-296.1pp |
| Employer contribution / active EE | $6,231 | $4,115+51.4% | $3,263+91.0% | $4,761+30.9% |
| Participant deferral / active EE | $2,229 | $5,223-57.3% | $4,265-47.7% | $5,982-62.7% |
| Admin fee / account holder | $3,667 | $8,603-57.4% | $6,581-44.3% | $11,246-67.4% |