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 | $71,979 | $165,984-56.6% | $164,813-56.3% | $145,922-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.45% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,416 | $5,273-35.2% | $4,341-21.3% | $4,660-26.7% |
| Participant deferral / active EE | $2,630 | $6,959-62.2% | $6,031-56.4% | $6,688-60.7% |
| Admin fee / account holder | $12,595 | $16,648-24.3% | $12,690-0.8% | $13,397-6.0% |