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 | $67,219 | $148,534-54.7% | $135,903-50.5% | $139,434-51.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,384 | $5,243-73.6% | $4,856-71.5% | $4,751-70.9% |
| Participant deferral / active EE | $5,346 | $8,100-34.0% | $7,758-31.1% | $6,710-20.3% |
| Admin fee / account holder | $6,067 | $12,400-51.1% | $10,762-43.6% | $11,403-46.8% |