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 | $67,739 | $157,256-56.9% | $141,162-52.0% | $152,861-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.15% | 64.32%-28.2pp | 71.39%-35.2pp | 345.32%-309.2pp |
| Employer contribution / active EE | $3,588 | $5,261-31.8% | $4,735-24.2% | $4,762-24.7% |
| Participant deferral / active EE | $7,696 | $7,109+8.2% | $6,709+14.7% | $5,850+31.5% |
| Admin fee / account holder | $22,856 | $12,120+88.6% | $10,261+122.7% | $11,596+97.1% |