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 | $68,261 | $115,770-41.0% | $101,248-32.6% | $158,922-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.55% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,353 | $4,175-43.6% | $3,660-35.7% | $4,761-50.6% |
| Participant deferral / active EE | $6,041 | $4,957+21.9% | $4,370+38.2% | $5,982+1.0% |
| Admin fee / account holder | $1,451 | $7,245-80.0% | $5,945-75.6% | $11,246-87.1% |