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 | $60,374 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.71% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,440 | $5,261-53.6% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $9,816 | $7,109+38.1% | $6,709+46.3% | $5,850+67.8% |
| Admin fee / account holder | $1,163 | $12,120-90.4% | $10,261-88.7% | $11,596-90.0% |