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 | $67,471 | $104,664-35.5% | $85,682-21.3% | $167,490-59.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.62% | 21.45%+1.2pp | 21.49%+1.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $2,338 | $3,337-29.9% | $2,618-10.7% | $4,837-51.7% |
| Participant deferral / active EE | $7,574 | $4,824+57.0% | $3,923+93.1% | $6,341+19.4% |
| Admin fee / account holder | $1,358 | $10,032-86.5% | $6,873-80.2% | $12,309-89.0% |