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 | $73,355 | $114,381-35.9% | $107,525-31.8% | $142,382-48.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,690 | $4,015-33.0% | $3,754-28.3% | $4,299-37.4% |
| Participant deferral / active EE | $4,245 | $5,564-23.7% | $5,116-17.0% | $6,507-34.8% |
| Admin fee / account holder | $2,520 | $9,860-74.4% | $8,919-71.7% | $12,624-80.0% |