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 | $65,923 | $165,912-60.3% | $122,332-46.1% | $147,584-55.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.75% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,265 | $5,754-43.3% | $4,050-19.4% | $4,876-33.0% |
| Participant deferral / active EE | $13,033 | $4,005+225.4% | $3,287+296.5% | $5,439+139.6% |
| Admin fee / account holder | $321 | $7,424-95.7% | $5,478-94.1% | $10,885-97.1% |