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 | $56,044 | $149,734-62.6% | $118,925-52.9% | $158,922-64.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.81% | 19.95%-7.1pp | 35.88%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,802 | $4,115+89.6% | $3,263+139.1% | $4,761+63.9% |
| Participant deferral / active EE | $3,580 | $5,223-31.5% | $4,265-16.1% | $5,982-40.2% |
| Admin fee / account holder | $654 | $8,603-92.4% | $6,581-90.1% | $11,246-94.2% |