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 | $44,610 | $76,312-41.5% | $67,221-33.6% | $158,922-71.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.11% | 22.77%-7.7pp | 20.72%-5.6pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,805 | $4,476+52.0% | $3,723+82.8% | $4,761+42.9% |
| Participant deferral / active EE | $4,148 | $5,264-21.2% | $4,384-5.4% | $5,982-30.7% |
| Admin fee / account holder | $8,435 | $8,005+5.4% | $5,844+44.3% | $11,246-25.0% |