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 | $85,341 | $165,912-48.6% | $122,332-30.2% | $147,584-42.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.71% | 34.55%-19.8pp | 30.27%-15.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,037 | $5,754-47.2% | $4,050-25.0% | $4,876-37.7% |
| Participant deferral / active EE | $6,660 | $4,005+66.3% | $3,287+102.6% | $5,439+22.5% |
| Admin fee / account holder | $5,931 | $7,424-20.1% | $5,478+8.3% | $10,885-45.5% |