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 | $62,060 | $116,175-46.6% | $93,606-33.7% | $152,861-59.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.76% | 35.96%-9.2pp | 32.76%-6.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,107 | $3,218-3.4% | $2,718+14.3% | $4,762-34.7% |
| Participant deferral / active EE | $7,379 | $4,603+60.3% | $4,069+81.4% | $5,850+26.1% |
| Admin fee / account holder | $3,833 | $10,748-64.3% | $7,888-51.4% | $11,596-66.9% |