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 | $55,063 | $111,814-50.8% | $103,374-46.7% | $145,959-62.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,322 | $4,214-21.2% | $3,869-14.2% | $4,661-28.7% |
| Participant deferral / active EE | $7,285 | $5,618+29.7% | $5,058+44.0% | $6,689+8.9% |
| Admin fee / account holder | $5,356 | $9,754-45.1% | $8,394-36.2% | $13,398-60.0% |