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 | $63,683 | $88,672-28.2% | $105,223-39.5% | $82,448-22.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $24,821 | $3,048+714.4% | $3,689+572.9% | $2,551+873.0% |
| Participant deferral / active EE | $5,272 | $4,036+30.6% | $5,072+3.9% | $4,139+27.4% |
| Admin fee / account holder | $2,328 | $7,146-67.4% | $8,859-73.7% | $7,234-67.8% |