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 | $59,150 | $113,339-47.8% | $94,993-37.7% | $147,584-59.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.66% | 20.77%-9.1pp | 27.12%-15.5pp | 578.55%-566.9pp |
| Employer contribution / active EE | $6,454 | $3,160+104.2% | $2,603+147.9% | $4,876+32.4% |
| Participant deferral / active EE | $7,751 | $3,777+105.2% | $3,317+133.7% | $5,439+42.5% |
| Admin fee / account holder | $1,266 | $6,063-79.1% | $4,960-74.5% | $10,885-88.4% |