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 | $63,334 | $124,281-49.0% | $109,143-42.0% | $167,490-62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.97% | 26.04%-7.1pp | 25.75%-6.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,861 | $4,207-55.8% | $3,722-50.0% | $4,837-61.5% |
| Participant deferral / active EE | $5,057 | $5,255-3.8% | $4,653+8.7% | $6,341-20.2% |
| Admin fee / account holder | $403 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |