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 | $57,775 | $112,881-48.8% | $90,951-36.5% | $158,922-63.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.55% | 215.79%-199.2pp | 134.60%-118.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,630 | $2,893+94.6% | $2,122+165.3% | $4,761+18.2% |
| Participant deferral / active EE | $10,299 | $4,128+149.5% | $3,373+205.3% | $5,982+72.2% |
| Admin fee / account holder | $6,187 | $8,041-23.1% | $5,959+3.8% | $11,246-45.0% |