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 | $58,142 | $154,117-62.3% | $129,995-55.3% | $139,434-58.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.25% | 32.48%-20.2pp | -137.18%+149.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,054 | $5,289-42.3% | $4,320-29.3% | $4,751-35.7% |
| Participant deferral / active EE | $3,792 | $6,710-43.5% | $5,820-34.8% | $6,710-43.5% |
| Admin fee / account holder | $20,405 | $14,007+45.7% | $10,614+92.2% | $11,403+79.0% |