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 | $59,662 | $98,240-39.3% | $82,313-27.5% | $147,584-59.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.12% | 30.85%-9.7pp | 25.88%-4.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,064 | $3,192-4.0% | $2,428+26.2% | $4,876-37.2% |
| Participant deferral / active EE | $7,633 | $4,383+74.1% | $3,706+106.0% | $5,439+40.3% |
| Admin fee / account holder | $6,380 | $8,563-25.5% | $5,608+13.8% | $10,885-41.4% |