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 | $62,237 | $127,065-51.0% | $113,168-45.0% | $142,382-56.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.80% | 24.03%-12.2pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,157 | $3,442-66.4% | $2,975-61.1% | $4,299-73.1% |
| Participant deferral / active EE | $5,584 | $5,716-2.3% | $5,107+9.3% | $6,507-14.2% |
| Admin fee / account holder | $23,644 | $15,736+50.3% | $12,068+95.9% | $12,624+87.3% |