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 | $59,577 | $152,460-60.9% | $118,746-49.8% | $147,584-59.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.94% | 17.41%-3.5pp | 24.54%-10.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,110 | $5,046-58.2% | $4,193-49.7% | $4,876-56.7% |
| Participant deferral / active EE | $4,003 | $6,212-35.6% | $5,332-24.9% | $5,439-26.4% |
| Admin fee / account holder | $5,027 | $16,953-70.3% | $10,720-53.1% | $10,885-53.8% |