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 | $54,289 | $51,638+5.1% | $68,368-20.6% | $82,448-34.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.48% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,409 | $2,047-31.1% | $2,649-46.8% | $2,551-44.7% |
| Participant deferral / active EE | $1,705 | $2,914-41.5% | $4,123-58.6% | $4,139-58.8% |
| Admin fee / account holder | $814 | $4,643-82.5% | $5,150-84.2% | $7,234-88.7% |