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 | $79,485 | $116,175-31.6% | $93,606-15.1% | $152,861-48.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.58% | 35.96%-18.4pp | 32.76%-15.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,624 | $3,218+12.6% | $2,718+33.3% | $4,762-23.9% |
| Participant deferral / active EE | $8,363 | $4,603+81.7% | $4,069+105.5% | $5,850+42.9% |
| Admin fee / account holder | $22,793 | $10,748+112.1% | $7,888+188.9% | $11,596+96.6% |