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 | $68,037 | $102,966-33.9% | $90,281-24.6% | $152,861-55.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.24% | 95.16%-77.9pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,115 | $3,139-32.6% | $2,854-25.9% | $4,762-55.6% |
| Participant deferral / active EE | $4,960 | $4,281+15.8% | $3,885+27.7% | $5,850-15.2% |
| Admin fee / account holder | $4,305 | $6,171-30.2% | $5,351-19.5% | $11,596-62.9% |