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 | $57,000 | $46,553+22.4% | $64,056-11.0% | $75,163-24.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.14% | 26.03%-6.9pp | 33.69%-14.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,314 | $1,974+67.9% | $2,747+20.7% | $2,670+24.1% |
| Participant deferral / active EE | $2,373 | $2,837-16.3% | $3,880-38.8% | $4,125-42.5% |
| Admin fee / account holder | $946 | $2,952-68.0% | $3,068-69.2% | $5,651-83.3% |