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 | $58,877 | $81,632-27.9% | $70,449-16.4% | $158,922-63.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.89% | 208.40%-196.5pp | 109.03%-97.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,625 | $3,217+12.7% | $2,737+32.4% | $4,761-23.9% |
| Participant deferral / active EE | $2,570 | $4,554-43.6% | $3,709-30.7% | $5,982-57.0% |
| Admin fee / account holder | $34,785 | $6,193+461.7% | $3,845+804.6% | $11,246+209.3% |