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 | $75,230 | $124,319-39.5% | $111,297-32.4% | $167,490-55.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.43% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,696 | $3,435-50.6% | $2,731-37.9% | $4,837-64.9% |
| Participant deferral / active EE | $2,739 | $5,180-47.1% | $4,487-39.0% | $6,341-56.8% |
| Admin fee / account holder | $3,773 | $10,618-64.5% | $7,964-52.6% | $12,309-69.3% |