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 | $77,851 | $124,319-37.4% | $111,297-30.1% | $167,490-53.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.29% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,575 | $3,435-25.0% | $2,731-5.7% | $4,837-46.8% |
| Participant deferral / active EE | $4,452 | $5,180-14.1% | $4,487-0.8% | $6,341-29.8% |
| Admin fee / account holder | $1,191 | $10,618-88.8% | $7,964-85.0% | $12,309-90.3% |