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 | $72,355 | $104,251-30.6% | $91,001-20.5% | $147,584-51.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 27.06%-14.4pp | 4.60%+8.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,319 | $3,116-25.6% | $2,456-5.6% | $4,876-52.4% |
| Participant deferral / active EE | $4,179 | $4,195-0.4% | $3,547+17.8% | $5,439-23.2% |
| Admin fee / account holder | $905 | $8,948-89.9% | $5,417-83.3% | $10,885-91.7% |