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 | $50,316 | $81,632-38.4% | $70,449-28.6% | $158,922-68.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.97% | 208.40%-194.4pp | 109.03%-95.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,349 | $3,217+4.1% | $2,737+22.4% | $4,761-29.7% |
| Participant deferral / active EE | $4,299 | $4,554-5.6% | $3,709+15.9% | $5,982-28.1% |
| Admin fee / account holder | $695 | $6,193-88.8% | $3,845-81.9% | $11,246-93.8% |