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 | $51,686 | $112,096-53.9% | $95,952-46.1% | $158,922-67.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.73% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,742 | $3,198-14.3% | $2,541+7.9% | $4,761-42.4% |
| Participant deferral / active EE | $2,191 | $4,784-54.2% | $4,167-47.4% | $5,982-63.4% |
| Admin fee / account holder | $3,002 | $10,130-70.4% | $6,795-55.8% | $11,246-73.3% |