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 | $70,928 | $115,770-38.7% | $101,248-29.9% | $158,922-55.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.56% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,262 | $4,175-45.8% | $3,660-38.2% | $4,761-52.5% |
| Participant deferral / active EE | $3,694 | $4,957-25.5% | $4,370-15.5% | $5,982-38.2% |
| Admin fee / account holder | $18,198 | $7,245+151.2% | $5,945+206.1% | $11,246+61.8% |