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 | $70,269 | $101,069-30.5% | $81,478-13.8% | $147,584-52.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.26% | 32.40%-10.1pp | 38.78%-16.5pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,732 | $3,205-14.8% | $2,568+6.4% | $4,876-44.0% |
| Participant deferral / active EE | $3,769 | $4,242-11.1% | $3,537+6.6% | $5,439-30.7% |
| Admin fee / account holder | $302 | $5,812-94.8% | $4,561-93.4% | $10,885-97.2% |