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 | $59,428 | $104,907-43.4% | $84,611-29.8% | $152,861-61.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.03% | 373.79%-355.8pp | 258.74%-240.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,539 | $3,302-23.1% | $2,652-4.3% | $4,762-46.7% |
| Participant deferral / active EE | $5,620 | $4,688+19.9% | $3,899+44.2% | $5,850-3.9% |
| Admin fee / account holder | $15,283 | $6,241+144.9% | $4,912+211.1% | $11,596+31.8% |