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 6-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 | $85,587 | $94,338-9.3% | $100,534-14.9% | $142,382-39.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.33% | 29.20%-9.9pp | 32.66%-13.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,090 | $4,237-27.1% | $4,346-28.9% | $4,299-28.1% |
| Participant deferral / active EE | $10,331 | $5,934+74.1% | $6,144+68.2% | $6,507+58.8% |
| Admin fee / account holder | $5,871 | $8,421-30.3% | $7,654-23.3% | $12,624-53.5% |