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 | $59,160 | $118,849-50.2% | $96,562-38.7% | $167,490-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,495 | $3,120-52.1% | $2,356-36.6% | $4,837-69.1% |
| Participant deferral / active EE | $4,908 | $4,616+6.3% | $3,849+27.5% | $6,341-22.6% |
| Admin fee / account holder | $1,172 | $8,065-85.5% | $6,181-81.0% | $12,309-90.5% |