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 | $60,294 | $104,251-42.2% | $91,001-33.7% | $147,584-59.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.97% | 27.06%-6.1pp | 4.60%+16.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,212 | $3,116-61.1% | $2,456-50.6% | $4,876-75.1% |
| Participant deferral / active EE | $2,944 | $4,195-29.8% | $3,547-17.0% | $5,439-45.9% |
| Admin fee / account holder | $546 | $8,948-93.9% | $5,417-89.9% | $10,885-95.0% |