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 | $63,687 | $133,922-52.4% | $116,228-45.2% | $142,382-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.57% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,281 | $3,446-33.8% | $2,994-23.8% | $4,299-46.9% |
| Participant deferral / active EE | $5,329 | $5,672-6.0% | $4,953+7.6% | $6,507-18.1% |
| Admin fee / account holder | $837 | $14,945-94.4% | $11,989-93.0% | $12,624-93.4% |