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 | $64,905 | $107,334-39.5% | $92,893-30.1% | $152,861-57.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.86% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,456 | $4,221-18.1% | $3,653-5.4% | $4,762-27.4% |
| Participant deferral / active EE | $2,841 | $4,845-41.4% | $4,236-32.9% | $5,850-51.4% |
| Admin fee / account holder | $3,975 | $7,079-43.8% | $5,794-31.4% | $11,596-65.7% |