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 | $71,741 | $86,286-16.9% | $111,297-35.5% | $85,850-16.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.92% | 19.99%-8.1pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,896 | $2,043+41.7% | $2,731+6.0% | $2,565+12.9% |
| Participant deferral / active EE | $1,995 | $3,641-45.2% | $4,487-55.5% | $3,952-49.5% |
| Admin fee / account holder | $6,536 | $8,188-20.2% | $7,964-17.9% | $6,260+4.4% |