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 | $68,092 | $133,922-49.2% | $116,228-41.4% | $142,382-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.34% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,753 | $3,446-20.1% | $2,994-8.0% | $4,299-36.0% |
| Participant deferral / active EE | $4,869 | $5,672-14.2% | $4,953-1.7% | $6,507-25.2% |
| Admin fee / account holder | $10,439 | $14,945-30.1% | $11,989-12.9% | $12,624-17.3% |