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 5-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 | $59,663 | $210,648-71.7% | $177,989-66.5% | $145,922-59.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.76% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,768 | $4,565-61.3% | $3,949-55.2% | $4,660-62.1% |
| Participant deferral / active EE | $2,638 | $6,958-62.1% | $6,276-58.0% | $6,688-60.5% |
| Admin fee / account holder | $2,770 | $12,013-76.9% | $10,363-73.3% | $13,397-79.3% |