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 | $66,406 | $152,587-56.5% | $125,175-46.9% | $152,861-56.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.39% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,695 | $4,946-45.5% | $3,865-30.3% | $4,762-43.4% |
| Participant deferral / active EE | $7,767 | $5,868+32.4% | $4,937+57.3% | $5,850+32.8% |
| Admin fee / account holder | $539 | $13,434-96.0% | $9,702-94.4% | $11,596-95.4% |