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 | $69,454 | $197,591-64.8% | $177,821-60.9% | $158,922-56.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.76% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,302 | $6,697-65.6% | $5,918-61.1% | $4,761-51.6% |
| Participant deferral / active EE | $4,635 | $8,405-44.9% | $7,714-39.9% | $5,982-22.5% |
| Admin fee / account holder | $2,584 | $15,399-83.2% | $12,427-79.2% | $11,246-77.0% |