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 | $66,999 | $176,812-62.1% | $146,665-54.3% | $167,490-60.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.32% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $8,324 | $5,160+61.3% | $4,136+101.2% | $4,837+72.1% |
| Participant deferral / active EE | $5,191 | $6,440-19.4% | $5,506-5.7% | $6,341-18.1% |
| Admin fee / account holder | $3,106 | $13,259-76.6% | $10,280-69.8% | $12,309-74.8% |