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 | $55,925 | $154,117-63.7% | $129,995-57.0% | $139,434-59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.48% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,047 | $5,289-23.5% | $4,320-6.3% | $4,751-14.8% |
| Participant deferral / active EE | $6,503 | $6,710-3.1% | $5,820+11.7% | $6,710-3.1% |
| Admin fee / account holder | $372 | $14,007-97.3% | $10,614-96.5% | $11,403-96.7% |