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 | $62,082 | $118,427-47.6% | $66,042-6.0% | $142,382-56.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.77% | 35.57%-23.8pp | 52.11%-40.3pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,247 | $2,570-51.5% | $1,579-21.0% | $4,299-71.0% |
| Participant deferral / active EE | $1,729 | $4,311-59.9% | $2,835-39.0% | $6,507-73.4% |
| Admin fee / account holder | $20,621 | $9,593+115.0% | $5,747+258.8% | $12,624+63.4% |