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 | $52,175 | $197,591-73.6% | $177,821-70.7% | $158,922-67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.02% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,540 | $6,697-62.1% | $5,918-57.1% | $4,761-46.6% |
| Participant deferral / active EE | $5,523 | $8,405-34.3% | $7,714-28.4% | $5,982-7.7% |
| Admin fee / account holder | $6,579 | $15,399-57.3% | $12,427-47.1% | $11,246-41.5% |