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 | $41,945 | $96,484-56.5% | $75,886-44.7% | $152,861-72.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.55% | 33.98%-13.4pp | 30.76%-10.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,764 | $3,309-46.7% | $2,500-29.4% | $4,762-63.0% |
| Participant deferral / active EE | $3,276 | $4,553-28.0% | $3,603-9.1% | $5,850-44.0% |
| Admin fee / account holder | $4,138 | $8,078-48.8% | $5,418-23.6% | $11,596-64.3% |