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 | $68,257 | $124,281-45.1% | $109,143-37.5% | $167,490-59.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.98% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,796 | $4,207-33.5% | $3,722-24.9% | $4,837-42.2% |
| Participant deferral / active EE | $4,441 | $5,255-15.5% | $4,653-4.6% | $6,341-30.0% |
| Admin fee / account holder | $5,142 | $7,970-35.5% | $6,752-23.9% | $12,309-58.2% |