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 | $59,737 | $116,175-48.6% | $93,606-36.2% | $152,861-60.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 14.40% | 35.96%-21.6pp | 32.76%-18.4pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,802 | $3,218-44.0% | $2,718-33.7% | $4,762-62.2% |
| Participant deferral / active EE | $5,279 | $4,603+14.7% | $4,069+29.7% | $5,850-9.8% |
| Admin fee / account holder | $23,623 | $10,748+119.8% | $7,888+199.5% | $11,596+103.7% |