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 | $61,031 | $118,680-48.6% | $98,907-38.3% | $158,922-61.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.12% | 372.35%-357.2pp | 196.43%-181.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,841 | $3,333+45.2% | $2,689+80.0% | $4,761+1.7% |
| Participant deferral / active EE | $7,047 | $5,088+38.5% | $4,244+66.0% | $5,982+17.8% |
| Admin fee / account holder | $2,295 | $10,131-77.3% | $6,642-65.4% | $11,246-79.6% |