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 | $72,868 | $183,519-60.3% | $155,509-53.1% | $145,922-50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.86% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,686 | $5,313-68.3% | $4,672-63.9% | $4,660-63.8% |
| Participant deferral / active EE | $6,400 | $6,462-1.0% | $5,626+13.8% | $6,688-4.3% |
| Admin fee / account holder | $3,369 | $19,313-82.6% | $15,912-78.8% | $13,397-74.9% |