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 | $60,959 | $127,065-52.0% | $113,168-46.1% | $142,382-57.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.22% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,582 | $3,442-25.0% | $2,975-13.2% | $4,299-39.9% |
| Participant deferral / active EE | $7,975 | $5,716+39.5% | $5,107+56.2% | $6,507+22.6% |
| Admin fee / account holder | $4,833 | $15,736-69.3% | $12,068-60.0% | $12,624-61.7% |