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 | $73,021 | $101,069-27.8% | $81,478-10.4% | $147,584-50.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.87% | 32.40%-11.5pp | 38.78%-17.9pp | 578.55%-557.7pp |
| Employer contribution / active EE | $6,561 | $3,205+104.7% | $2,568+155.5% | $4,876+34.5% |
| Participant deferral / active EE | $9,154 | $4,242+115.8% | $3,537+158.8% | $5,439+68.3% |
| Admin fee / account holder | $863 | $5,812-85.2% | $4,561-81.1% | $10,885-92.1% |