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 | $62,565 | $124,281-49.7% | $109,143-42.7% | $167,490-62.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.51% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $6,672 | $4,207+58.6% | $3,722+79.3% | $4,837+37.9% |
| Participant deferral / active EE | $3,825 | $5,255-27.2% | $4,653-17.8% | $6,341-39.7% |
| Admin fee / account holder | $1,077 | $7,970-86.5% | $6,752-84.1% | $12,309-91.3% |