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 | $58,904 | $115,770-49.1% | $101,248-41.8% | $158,922-62.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.25% | 56.14%-32.9pp | 46.47%-23.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,130 | $4,175-72.9% | $3,660-69.1% | $4,761-76.3% |
| Participant deferral / active EE | $6,409 | $4,957+29.3% | $4,370+46.7% | $5,982+7.1% |
| Admin fee / account holder | $996 | $7,245-86.3% | $5,945-83.2% | $11,246-91.1% |