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 | $64,081 | $157,256-59.3% | $141,162-54.6% | $152,861-58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.49% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,521 | $5,261-52.1% | $4,735-46.8% | $4,762-47.1% |
| Participant deferral / active EE | $6,337 | $7,109-10.9% | $6,709-5.5% | $5,850+8.3% |
| Admin fee / account holder | $5,705 | $12,120-52.9% | $10,261-44.4% | $11,596-50.8% |