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 | $63,871 | $104,907-39.1% | $84,611-24.5% | $152,861-58.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.84% | 373.79%-355.0pp | 258.74%-239.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,389 | $3,302-57.9% | $2,652-47.6% | $4,762-70.8% |
| Participant deferral / active EE | $3,316 | $4,688-29.3% | $3,899-14.9% | $5,850-43.3% |
| Admin fee / account holder | $2,201 | $6,241-64.7% | $4,912-55.2% | $11,596-81.0% |