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 | $80,426 | $113,935-29.4% | $94,224-14.6% | $125,391-35.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.40% | 5.29%-1.9pp | 10.68%-7.3pp | 282.22%-278.8pp |
| Employer contribution / active EE | $4,086 | $4,727-13.5% | $3,587+13.9% | $4,866-16.0% |
| Participant deferral / active EE | $5,051 | $5,179-2.5% | $4,320+16.9% | $5,352-5.6% |
| Admin fee / account holder | $7,178 | $8,391-14.5% | $6,269+14.5% | $9,540-24.8% |