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 | $74,365 | $106,115-29.9% | $85,969-13.5% | $125,391-40.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 44.87% | 13.93%+30.9pp | 9.32%+35.6pp | 282.22%-237.4pp |
| Employer contribution / active EE | $3,931 | $4,537-13.3% | $3,474+13.2% | $4,866-19.2% |
| Participant deferral / active EE | $3,090 | $4,859-36.4% | $3,829-19.3% | $5,352-42.3% |
| Admin fee / account holder | $4,048 | $8,144-50.3% | $6,053-33.1% | $9,540-57.6% |