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 | $70,104 | $154,117-54.5% | $129,995-46.1% | $139,434-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,290 | $5,289-37.8% | $4,320-23.8% | $4,751-30.7% |
| Participant deferral / active EE | $6,157 | $6,710-8.2% | $5,820+5.8% | $6,710-8.2% |
| Admin fee / account holder | $5,433 | $14,007-61.2% | $10,614-48.8% | $11,403-52.3% |