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 | $70,703 | $117,381-39.8% | $99,443-28.9% | $152,861-53.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.87% | 31.87%-10.0pp | 30.72%-8.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,228 | $3,013-26.1% | $2,540-12.3% | $4,762-53.2% |
| Participant deferral / active EE | $3,157 | $4,086-22.7% | $3,619-12.8% | $5,850-46.0% |
| Admin fee / account holder | $600 | $7,631-92.1% | $6,250-90.4% | $11,596-94.8% |