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 | $69,138 | $80,968-14.6% | $96,544-28.4% | $75,163-8.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.89% | 27.06%-13.2pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $6,087 | $2,282+166.8% | $2,965+105.3% | $2,670+128.0% |
| Participant deferral / active EE | $5,762 | $3,928+46.7% | $4,851+18.8% | $4,125+39.7% |
| Admin fee / account holder | $15,214 | $6,724+126.3% | $8,252+84.4% | $5,651+169.2% |