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 | $61,495 | $112,729-45.4% | $98,716-37.7% | $137,256-55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.38% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,206 | $2,725-55.7% | $2,279-47.1% | $4,156-71.0% |
| Participant deferral / active EE | $6,890 | $4,640+48.5% | $4,048+70.2% | $6,407+7.5% |
| Admin fee / account holder | $913 | $10,129-91.0% | $8,703-89.5% | $12,270-92.6% |