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 | $60,344 | $96,484-37.5% | $75,886-20.5% | $152,861-60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.91% | 33.98%-17.1pp | 30.76%-13.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $918 | $3,309-72.3% | $2,500-63.3% | $4,762-80.7% |
| Participant deferral / active EE | $5,802 | $4,553+27.4% | $3,603+61.0% | $5,850-0.8% |
| Admin fee / account holder | $5,850 | $8,078-27.6% | $5,418+8.0% | $11,596-49.6% |