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 | $63,431 | $118,849-46.6% | $96,562-34.3% | $167,490-62.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.88% | 50.49%-40.6pp | 37.78%-27.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,318 | $3,120-57.7% | $2,356-44.1% | $4,837-72.7% |
| Participant deferral / active EE | $4,769 | $4,616+3.3% | $3,849+23.9% | $6,341-24.8% |
| Admin fee / account holder | $1,759 | $8,065-78.2% | $6,181-71.5% | $12,309-85.7% |