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 | $82,303 | $69,515+18.4% | $86,874-5.3% | $85,850-4.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 19.71% | 20.12%-0.4pp | 63.52%-43.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,304 | $1,880-30.7% | $2,495-47.8% | $2,565-49.2% |
| Participant deferral / active EE | $2,080 | $2,919-28.7% | $3,699-43.8% | $3,952-47.4% |
| Admin fee / account holder | $3,151 | $5,972-47.2% | $5,828-45.9% | $6,260-49.7% |