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 | $66,979 | $152,587-56.1% | $125,175-46.5% | $152,861-56.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.31% | 54.84%-41.5pp | 43.79%-30.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,514 | $4,946-69.4% | $3,865-60.8% | $4,762-68.2% |
| Participant deferral / active EE | $2,815 | $5,868-52.0% | $4,937-43.0% | $5,850-51.9% |
| Admin fee / account holder | $12,272 | $13,434-8.7% | $9,702+26.5% | $11,596+5.8% |