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 | $56,893 | $102,966-44.7% | $90,281-37.0% | $152,861-62.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.77% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,301 | $3,139-26.7% | $2,854-19.4% | $4,762-51.7% |
| Participant deferral / active EE | $7,401 | $4,281+72.9% | $3,885+90.5% | $5,850+26.5% |
| Admin fee / account holder | $4,014 | $6,171-34.9% | $5,351-25.0% | $11,596-65.4% |