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 | $75,765 | $81,632-7.2% | $70,449+7.5% | $158,922-52.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.33% | 208.40%-196.1pp | 109.03%-96.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,166 | $3,217-63.7% | $2,737-57.4% | $4,761-75.5% |
| Participant deferral / active EE | $1,740 | $4,554-61.8% | $3,709-53.1% | $5,982-70.9% |
| Admin fee / account holder | $1,503 | $6,193-75.7% | $3,845-60.9% | $11,246-86.6% |