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 | $72,117 | $116,175-37.9% | $93,606-23.0% | $152,861-52.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.39% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,267 | $3,218-29.5% | $2,718-16.6% | $4,762-52.4% |
| Participant deferral / active EE | $5,471 | $4,603+18.8% | $4,069+34.5% | $5,850-6.5% |
| Admin fee / account holder | $14,656 | $10,748+36.4% | $7,888+85.8% | $11,596+26.4% |