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 | $62,121 | $111,535-44.3% | $105,223-41.0% | $137,256-54.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.76% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,354 | $3,939-40.3% | $3,689-36.2% | $4,156-43.4% |
| Participant deferral / active EE | $3,410 | $5,500-38.0% | $5,072-32.8% | $6,407-46.8% |
| Admin fee / account holder | $2,796 | $9,721-71.2% | $8,859-68.4% | $12,270-77.2% |