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 | $62,453 | $114,381-45.4% | $107,525-41.9% | $142,382-56.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,748 | $4,015+18.3% | $3,754+26.5% | $4,299+10.4% |
| Participant deferral / active EE | $9,870 | $5,564+77.4% | $5,116+92.9% | $6,507+51.7% |
| Admin fee / account holder | $5,536 | $9,860-43.9% | $8,919-37.9% | $12,624-56.1% |