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 | $78,917 | $112,096-29.6% | $95,952-17.8% | $158,922-50.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.89% | 171.09%-162.2pp | 91.61%-82.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,555 | $3,198-51.4% | $2,541-38.8% | $4,761-67.3% |
| Participant deferral / active EE | $7,516 | $4,784+57.1% | $4,167+80.4% | $5,982+25.6% |
| Admin fee / account holder | $3,451 | $10,130-65.9% | $6,795-49.2% | $11,246-69.3% |