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 | $58,970 | $99,918-41.0% | $81,382-27.5% | $145,922-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.73% | 34.32%-14.6pp | 24.73%-5.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,141 | $2,978-28.1% | $2,463-13.1% | $4,660-54.1% |
| Participant deferral / active EE | $3,343 | $4,605-27.4% | $3,883-13.9% | $6,688-50.0% |
| Admin fee / account holder | $1,236 | $8,212-84.9% | $5,768-78.6% | $13,397-90.8% |