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 | $76,423 | $111,754-31.6% | $103,333-26.0% | $145,922-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,635 | $4,212-13.7% | $3,868-6.0% | $4,660-22.0% |
| Participant deferral / active EE | $7,413 | $5,619+31.9% | $5,057+46.6% | $6,688+10.8% |
| Admin fee / account holder | $14,363 | $9,750+47.3% | $8,355+71.9% | $13,397+7.2% |