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 | $71,470 | $197,591-63.8% | $177,821-59.8% | $158,922-55.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.57% | 58.76%-47.2pp | 48.32%-36.7pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,474 | $6,697-63.1% | $5,918-58.2% | $4,761-48.0% |
| Participant deferral / active EE | $4,817 | $8,405-42.7% | $7,714-37.6% | $5,982-19.5% |
| Admin fee / account holder | $919 | $15,399-94.0% | $12,427-92.6% | $11,246-91.8% |