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 | $70,925 | $77,634-8.6% | $156,549-54.7% | $62,891+12.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.50% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $966 | $3,444-71.9% | $5,501-82.4% | $2,281-57.6% |
| Participant deferral / active EE | $1,219 | $3,045-60.0% | $4,871-75.0% | $3,203-61.9% |
| Admin fee / account holder | $333 | $5,561-94.0% | $13,027-97.4% | $4,296-92.3% |