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 | $67,221 | $159,602-57.9% | $150,045-55.2% | $142,382-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.49% | 70.24%-57.7pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,711 | $4,961-45.3% | $4,693-42.2% | $4,299-36.9% |
| Participant deferral / active EE | $31,000 | $8,310+273.0% | $7,997+287.6% | $6,507+376.4% |
| Admin fee / account holder | $13,188 | $14,846-11.2% | $13,435-1.8% | $12,624+4.5% |