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 | $77,200 | $228,332-66.2% | $185,823-58.5% | $158,922-51.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.90% | 40.80%-28.9pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,942 | $4,967+19.6% | $4,087+45.4% | $4,761+24.8% |
| Participant deferral / active EE | $4,035 | $6,415-37.1% | $5,632-28.3% | $5,982-32.5% |
| Admin fee / account holder | $3,728 | $11,864-68.6% | $9,500-60.8% | $11,246-66.9% |