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 | $70,568 | $102,966-31.5% | $90,281-21.8% | $152,861-53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.07% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,126 | $3,139-32.3% | $2,854-25.5% | $4,762-55.4% |
| Participant deferral / active EE | $2,966 | $4,281-30.7% | $3,885-23.7% | $5,850-49.3% |
| Admin fee / account holder | $1,728 | $6,171-72.0% | $5,351-67.7% | $11,596-85.1% |