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 | $69,486 | $154,228-54.9% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,006 | $4,804-16.6% | $4,554-12.0% | $4,156-3.6% |
| Participant deferral / active EE | $4,629 | $8,216-43.7% | $7,897-41.4% | $6,407-27.7% |
| Admin fee / account holder | $7,239 | $14,344-49.5% | $13,129-44.9% | $12,270-41.0% |