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 | $57,280 | $124,425-54.0% | $112,040-48.9% | $137,256-58.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.89% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,974 | $3,411+45.8% | $2,954+68.4% | $4,156+19.7% |
| Participant deferral / active EE | $7,232 | $5,718+26.5% | $5,098+41.9% | $6,407+12.9% |
| Admin fee / account holder | $583 | $15,207-96.2% | $12,098-95.2% | $12,270-95.2% |