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 | $59,604 | $117,841-49.4% | $102,423-41.8% | $145,922-59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.36% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,007 | $3,615-44.5% | $3,023-33.6% | $4,660-56.9% |
| Participant deferral / active EE | $2,709 | $5,731-52.7% | $5,053-46.4% | $6,688-59.5% |
| Admin fee / account holder | $15,080 | $13,326+13.2% | $9,451+59.6% | $13,397+12.6% |