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 | $64,421 | $124,281-48.2% | $109,143-41.0% | $167,490-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.35% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $10,397 | $4,207+147.1% | $3,722+179.4% | $4,837+114.9% |
| Participant deferral / active EE | $3,234 | $5,255-38.5% | $4,653-30.5% | $6,341-49.0% |
| Admin fee / account holder | $4,522 | $7,970-43.3% | $6,752-33.0% | $12,309-63.3% |