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 | $67,189 | $105,126-36.1% | $94,646-29.0% | $139,434-51.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.69% | 38.03%-22.3pp | 156.71%-141.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,125 | $4,106-48.2% | $3,672-42.1% | $4,751-55.3% |
| Participant deferral / active EE | $4,637 | $7,599-39.0% | $7,418-37.5% | $6,710-30.9% |
| Admin fee / account holder | $3,059 | $8,984-66.0% | $7,231-57.7% | $11,403-73.2% |