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 | $59,522 | $105,181-43.4% | $159,436-62.7% | $85,850-30.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.32% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,279 | $3,318-31.3% | $4,829-52.8% | $2,565-11.1% |
| Participant deferral / active EE | $5,818 | $5,945-2.1% | $7,352-20.9% | $3,952+47.2% |
| Admin fee / account holder | $2,106 | $6,933-69.6% | $10,799-80.5% | $6,260-66.4% |