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 | $58,793 | $133,922-56.1% | $116,228-49.4% | $142,382-58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.37% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,698 | $3,446-21.7% | $2,994-9.9% | $4,299-37.2% |
| Participant deferral / active EE | $6,433 | $5,672+13.4% | $4,953+29.9% | $6,507-1.1% |
| Admin fee / account holder | $362 | $14,945-97.6% | $11,989-97.0% | $12,624-97.1% |