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 | $75,823 | $102,966-26.4% | $90,281-16.0% | $152,861-50.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.00% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,684 | $3,139+17.4% | $2,854+29.1% | $4,762-22.6% |
| Participant deferral / active EE | $7,499 | $4,281+75.1% | $3,885+93.0% | $5,850+28.2% |
| Admin fee / account holder | $19,648 | $6,171+218.4% | $5,351+267.2% | $11,596+69.4% |