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 | $65,059 | $157,256-58.6% | $141,162-53.9% | $152,861-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.09% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,112 | $5,261-40.8% | $4,735-34.3% | $4,762-34.6% |
| Participant deferral / active EE | $5,473 | $7,109-23.0% | $6,709-18.4% | $5,850-6.4% |
| Admin fee / account holder | $20,101 | $12,120+65.9% | $10,261+95.9% | $11,596+73.3% |