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 | $60,170 | $176,377-65.9% | $134,143-55.1% | $158,922-62.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.56% | 63.63%-48.1pp | 36.33%-20.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $15,777 | $5,040+213.0% | $3,704+326.0% | $4,761+231.4% |
| Participant deferral / active EE | $14,535 | $4,091+255.2% | $3,499+315.4% | $5,982+143.0% |
| Admin fee / account holder | $7,617 | $8,718-12.6% | $6,684+13.9% | $11,246-32.3% |