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 | $76,048 | $178,174-57.3% | $156,181-51.3% | $137,256-44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.82% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,220 | $4,972-55.4% | $4,294-48.3% | $4,156-46.6% |
| Participant deferral / active EE | $2,770 | $6,888-59.8% | $6,132-54.8% | $6,407-56.8% |
| Admin fee / account holder | $5,155 | $17,404-70.4% | $14,586-64.7% | $12,270-58.0% |