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 | $80,548 | $112,096-28.1% | $95,952-16.1% | $158,922-49.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.44% | 171.09%-159.7pp | 91.61%-80.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,667 | $3,198-47.9% | $2,541-34.4% | $4,761-65.0% |
| Participant deferral / active EE | $4,624 | $4,784-3.3% | $4,167+11.0% | $5,982-22.7% |
| Admin fee / account holder | $7,180 | $10,130-29.1% | $6,795+5.7% | $11,246-36.2% |