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 | $73,254 | $109,359-33.0% | $162,163-54.8% | $72,985+0.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.59% | 25.46%+4.1pp | 115.59%-86.0pp | 81.00%-51.4pp |
| Employer contribution / active EE | $2,220 | $3,907-43.2% | $5,614-60.5% | $2,440-9.0% |
| Participant deferral / active EE | $5,893 | $5,481+7.5% | $7,298-19.2% | $3,607+63.4% |
| Admin fee / account holder | $10,497 | $7,972+31.7% | $10,843-3.2% | $5,124+104.8% |