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 | $77,265 | $102,616-24.7% | $81,983-5.8% | $158,922-51.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.35% | 61.04%-43.7pp | 41.31%-24.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,306 | $3,240+2.0% | $2,498+32.4% | $4,761-30.6% |
| Participant deferral / active EE | $6,556 | $4,648+41.1% | $3,722+76.1% | $5,982+9.6% |
| Admin fee / account holder | $4,335 | $8,235-47.4% | $5,664-23.5% | $11,246-61.5% |