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 | $59,161 | $154,117-61.6% | $129,995-54.5% | $139,434-57.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.00% | 32.48%-14.5pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $8,483 | $5,289+60.4% | $4,320+96.4% | $4,751+78.6% |
| Participant deferral / active EE | $7,660 | $6,710+14.2% | $5,820+31.6% | $6,710+14.1% |
| Admin fee / account holder | $2,301 | $14,007-83.6% | $10,614-78.3% | $11,403-79.8% |