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 | $62,018 | $124,319-50.1% | $111,297-44.3% | $167,490-63.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.53% | 37.44%-22.9pp | 54.65%-40.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,697 | $3,435-50.6% | $2,731-37.9% | $4,837-64.9% |
| Participant deferral / active EE | $6,296 | $5,180+21.5% | $4,487+40.3% | $6,341-0.7% |
| Admin fee / account holder | $1,131 | $10,618-89.3% | $7,964-85.8% | $12,309-90.8% |