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 | $57,279 | $66,402-13.7% | $109,895-47.9% | $85,850-33.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.02% | 19.59%-6.6pp | 29.45%-16.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,238 | $1,687+32.7% | $2,842-21.3% | $2,565-12.7% |
| Participant deferral / active EE | $3,302 | $2,842+16.2% | $4,048-18.4% | $3,952-16.4% |
| Admin fee / account holder | $3,323 | $4,557-27.1% | $6,066-45.2% | $6,260-46.9% |