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 | $110,130 | $165,984-33.6% | $164,813-33.2% | $145,922-24.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 10.90% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,310 | $5,273-37.2% | $4,341-23.7% | $4,660-29.0% |
| Participant deferral / active EE | $6,620 | $6,959-4.9% | $6,031+9.8% | $6,688-1.0% |
| Admin fee / account holder | $75,984 | $16,648+356.4% | $12,690+498.8% | $13,397+467.2% |