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 | $77,778 | $227,553-65.8% | $189,557-59.0% | $167,490-53.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.54% | 78.40%-65.9pp | 64.17%-51.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,399 | $5,316-54.9% | $4,412-45.6% | $4,837-50.4% |
| Participant deferral / active EE | $3,938 | $7,002-43.8% | $6,174-36.2% | $6,341-37.9% |
| Admin fee / account holder | $6,677 | $11,878-43.8% | $9,807-31.9% | $12,309-45.8% |