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 | $64,930 | $111,754-41.9% | $103,333-37.2% | $145,922-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.59% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,901 | $4,212-31.1% | $3,868-25.0% | $4,660-37.7% |
| Participant deferral / active EE | $3,561 | $5,619-36.6% | $5,057-29.6% | $6,688-46.8% |
| Admin fee / account holder | $4,883 | $9,750-49.9% | $8,355-41.5% | $13,397-63.5% |