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 | $61,390 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,374 | $4,804-29.8% | $4,554-25.9% | $4,156-18.8% |
| Participant deferral / active EE | $4,299 | $8,216-47.7% | $7,897-45.6% | $6,407-32.9% |
| Admin fee / account holder | $42,530 | $14,344+196.5% | $13,129+223.9% | $12,270+246.6% |