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 | $54,744 | $176,056-68.9% | $159,436-65.7% | $167,490-67.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.95% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,141 | $5,297-59.6% | $4,829-55.7% | $4,837-55.7% |
| Participant deferral / active EE | $6,362 | $7,750-17.9% | $7,352-13.5% | $6,341+0.3% |
| Admin fee / account holder | $6,962 | $12,554-44.5% | $10,799-35.5% | $12,309-43.4% |