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 | $74,869 | $100,326-25.4% | $180,183-58.4% | $84,808-11.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 17.60% | 17.86%-0.3pp | 27.86%-10.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $9,341 | $3,269+185.7% | $5,039+85.4% | $2,631+255.0% |
| Participant deferral / active EE | $3,586 | $5,066-29.2% | $6,822-47.4% | $4,212-14.8% |
| Admin fee / account holder | $1,124 | $9,674-88.4% | $19,975-94.4% | $7,344-84.7% |