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 | $68,153 | $162,781-58.1% | $133,956-49.1% | $158,922-57.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.37% | 41.94%-21.6pp | 45.09%-24.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,847 | $4,975-2.6% | $3,919+23.7% | $4,761+1.8% |
| Participant deferral / active EE | $4,044 | $5,911-31.6% | $5,048-19.9% | $5,982-32.4% |
| Admin fee / account holder | $6,433 | $11,736-45.2% | $8,927-27.9% | $11,246-42.8% |