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 | $71,223 | $167,483-57.5% | $115,752-38.5% | $147,584-51.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 15.74% | 12.11%+3.6pp | 19.41%-3.7pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,740 | $4,960-4.4% | $3,492+35.7% | $4,876-2.8% |
| Participant deferral / active EE | $3,742 | $7,037-46.8% | $5,204-28.1% | $5,439-31.2% |
| Admin fee / account holder | $3,160 | $13,069-75.8% | $6,278-49.7% | $10,885-71.0% |