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 | $57,704 | $102,616-43.8% | $81,983-29.6% | $158,922-63.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 54.00% | 61.04%-7.0pp | 41.31%+12.7pp | 302.83%-248.8pp |
| Employer contribution / active EE | $2,107 | $3,240-35.0% | $2,498-15.7% | $4,761-55.8% |
| Participant deferral / active EE | $3,266 | $4,648-29.7% | $3,722-12.3% | $5,982-45.4% |
| Admin fee / account holder | $1,858 | $8,235-77.4% | $5,664-67.2% | $11,246-83.5% |