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 | $82,463 | $104,251-20.9% | $91,001-9.4% | $147,584-44.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 27.06%-8.9pp | 4.60%+13.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,783 | $3,116+53.5% | $2,456+94.8% | $4,876-1.9% |
| Participant deferral / active EE | $9,287 | $4,195+121.4% | $3,547+161.8% | $5,439+70.8% |
| Admin fee / account holder | $723 | $8,948-91.9% | $5,417-86.7% | $10,885-93.4% |