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 | $81,228 | $85,022-4.5% | $70,515+15.2% | $139,434-41.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.74% | 30.38%-14.6pp | 32.77%-17.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,127 | $3,909-45.6% | $2,973-28.5% | $4,751-55.2% |
| Participant deferral / active EE | $3,391 | $5,890-42.4% | $4,567-25.7% | $6,710-49.5% |
| Admin fee / account holder | $5,176 | $8,906-41.9% | $6,412-19.3% | $11,403-54.6% |