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 | $50,440 | $133,922-62.3% | $116,228-56.6% | $142,382-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.35% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,508 | $3,446-56.2% | $2,994-49.6% | $4,299-64.9% |
| Participant deferral / active EE | $3,083 | $5,672-45.7% | $4,953-37.8% | $6,507-52.6% |
| Admin fee / account holder | $11,550 | $14,945-22.7% | $11,989-3.7% | $12,624-8.5% |