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 | $71,515 | $112,096-36.2% | $95,952-25.5% | $158,922-55.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.02% | 171.09%-163.1pp | 91.61%-83.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,441 | $3,198+38.9% | $2,541+74.8% | $4,761-6.7% |
| Participant deferral / active EE | $2,317 | $4,784-51.6% | $4,167-44.4% | $5,982-61.3% |
| Admin fee / account holder | $2,414 | $10,130-76.2% | $6,795-64.5% | $11,246-78.5% |