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 | $75,476 | $115,770-34.8% | $101,248-25.5% | $158,922-52.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.92% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,249 | $4,175-22.2% | $3,660-11.2% | $4,761-31.8% |
| Participant deferral / active EE | $1,797 | $4,957-63.7% | $4,370-58.9% | $5,982-70.0% |
| Admin fee / account holder | $369 | $7,245-94.9% | $5,945-93.8% | $11,246-96.7% |