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 | $69,714 | $115,770-39.8% | $101,248-31.1% | $158,922-56.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.31% | 56.14%-47.8pp | 46.47%-38.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,706 | $4,175-59.1% | $3,660-53.4% | $4,761-64.2% |
| Participant deferral / active EE | $2,184 | $4,957-56.0% | $4,370-50.0% | $5,982-63.5% |
| Admin fee / account holder | $2,355 | $7,245-67.5% | $5,945-60.4% | $11,246-79.1% |