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 | $56,218 | $165,912-66.1% | $122,332-54.0% | $147,584-61.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.07% | 34.55%-15.5pp | 30.27%-11.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,078 | $5,754-63.9% | $4,050-48.7% | $4,876-57.4% |
| Participant deferral / active EE | $3,345 | $4,005-16.5% | $3,287+1.8% | $5,439-38.5% |
| Admin fee / account holder | $385 | $7,424-94.8% | $5,478-93.0% | $10,885-96.5% |