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 | $62,572 | $116,175-46.1% | $93,606-33.2% | $152,861-59.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.85% | 35.96%-18.1pp | 32.76%-14.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $6,809 | $3,218+111.6% | $2,718+150.5% | $4,762+43.0% |
| Participant deferral / active EE | $7,741 | $4,603+68.2% | $4,069+90.3% | $5,850+32.3% |
| Admin fee / account holder | $14,729 | $10,748+37.0% | $7,888+86.7% | $11,596+27.0% |