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 | $74,162 | $133,922-44.6% | $116,228-36.2% | $142,382-47.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.33% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,424 | $3,446-29.6% | $2,994-19.0% | $4,299-43.6% |
| Participant deferral / active EE | $4,836 | $5,672-14.7% | $4,953-2.4% | $6,507-25.7% |
| Admin fee / account holder | $6,299 | $14,945-57.9% | $11,989-47.5% | $12,624-50.1% |