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 | $60,577 | $127,065-52.3% | $113,168-46.5% | $142,382-57.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.67% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,286 | $3,442-33.6% | $2,975-23.2% | $4,299-46.8% |
| Participant deferral / active EE | $4,785 | $5,716-16.3% | $5,107-6.3% | $6,507-26.5% |
| Admin fee / account holder | $456 | $15,736-97.1% | $12,068-96.2% | $12,624-96.4% |