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 | $63,604 | $104,907-39.4% | $84,611-24.8% | $152,861-58.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.01% | 373.79%-358.8pp | 258.74%-243.7pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,391 | $3,302-57.9% | $2,652-47.5% | $4,762-70.8% |
| Participant deferral / active EE | $4,579 | $4,688-2.3% | $3,899+17.5% | $5,850-21.7% |
| Admin fee / account holder | $385 | $6,241-93.8% | $4,912-92.2% | $11,596-96.7% |