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 | $62,872 | $90,348-30.4% | $75,972-17.2% | $145,922-56.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.67% | 620.88%-609.2pp | 359.55%-347.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,747 | $3,311+43.4% | $2,685+76.8% | $4,660+1.9% |
| Participant deferral / active EE | $3,396 | $5,162-34.2% | $4,255-20.2% | $6,688-49.2% |
| Admin fee / account holder | $6,248 | $8,467-26.2% | $6,467-3.4% | $13,397-53.4% |