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 | $90,343 | $124,319-27.3% | $111,297-18.8% | $167,490-46.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.45% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,531 | $3,435-26.3% | $2,731-7.3% | $4,837-47.7% |
| Participant deferral / active EE | $10,615 | $5,180+104.9% | $4,487+136.6% | $6,341+67.4% |
| Admin fee / account holder | $1,247 | $10,618-88.3% | $7,964-84.3% | $12,309-89.9% |