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 | $62,947 | $121,625-48.2% | $104,607-39.8% | $158,922-60.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.42% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,905 | $3,163-39.8% | $2,681-28.9% | $4,761-60.0% |
| Participant deferral / active EE | $6,349 | $4,177+52.0% | $3,740+69.8% | $5,982+6.1% |
| Admin fee / account holder | $437 | $7,787-94.4% | $6,473-93.2% | $11,246-96.1% |