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 | $67,771 | $817,678-91.7% | $392,568-82.7% | $152,861-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 14.82% | 22.84%-8.0pp | 24.42%-9.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,110 | $5,502-43.5% | $3,783-17.8% | $4,762-34.7% |
| Participant deferral / active EE | $7,138 | $8,398-15.0% | $5,985+19.3% | $5,850+22.0% |
| Admin fee / account holder | $9,333 | $12,095-22.8% | $6,260+49.1% | $11,596-19.5% |