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 | $64,756 | $102,616-36.9% | $81,983-21.0% | $158,922-59.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.58% | 61.04%-46.5pp | 41.31%-26.7pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,190 | $3,240-32.4% | $2,498-12.4% | $4,761-54.0% |
| Participant deferral / active EE | $7,791 | $4,648+67.6% | $3,722+109.3% | $5,982+30.2% |
| Admin fee / account holder | $2,499 | $8,235-69.7% | $5,664-55.9% | $11,246-77.8% |