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 | $51,747 | $116,175-55.5% | $93,606-44.7% | $152,861-66.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.23% | 35.96%-13.7pp | 32.76%-10.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,811 | $3,218-43.7% | $2,718-33.4% | $4,762-62.0% |
| Participant deferral / active EE | $5,019 | $4,603+9.0% | $4,069+23.3% | $5,850-14.2% |
| Admin fee / account holder | $2,022 | $10,748-81.2% | $7,888-74.4% | $11,596-82.6% |