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 | $61,404 | $152,587-59.8% | $125,175-50.9% | $152,861-59.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.99% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,348 | $4,946-72.8% | $3,865-65.1% | $4,762-71.7% |
| Participant deferral / active EE | $3,161 | $5,868-46.1% | $4,937-36.0% | $5,850-46.0% |
| Admin fee / account holder | $1,241 | $13,434-90.8% | $9,702-87.2% | $11,596-89.3% |