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 | $65,905 | $107,015-38.4% | $73,545-10.4% | $147,584-55.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.67% | 38.25%-19.6pp | -15.16%+33.8pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,014 | $1,760+71.2% | $1,219+147.3% | $4,876-38.2% |
| Participant deferral / active EE | $5,056 | $2,462+105.4% | $1,806+180.0% | $5,439-7.0% |
| Admin fee / account holder | $6,295 | $3,055+106.1% | $2,320+171.4% | $10,885-42.2% |