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 | $64,335 | $100,773-36.2% | $88,946-27.7% | $142,382-54.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.97% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,346 | $2,918+14.7% | $2,555+31.0% | $4,299-22.2% |
| Participant deferral / active EE | $15,898 | $5,230+204.0% | $4,581+247.0% | $6,507+144.3% |
| Admin fee / account holder | $1,148 | $9,693-88.2% | $8,261-86.1% | $12,624-90.9% |