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 | $67,465 | $176,377-61.7% | $134,143-49.7% | $158,922-57.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.19% | 63.63%-46.4pp | 36.33%-19.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,724 | $5,040-45.9% | $3,704-26.4% | $4,761-42.8% |
| Participant deferral / active EE | $3,679 | $4,091-10.1% | $3,499+5.2% | $5,982-38.5% |
| Admin fee / account holder | $2,485 | $8,718-71.5% | $6,684-62.8% | $11,246-77.9% |