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 | $56,548 | $91,190-38.0% | $178,490-68.3% | $79,858-29.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.92% | 24.19%-1.3pp | 151.07%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $5,283 | $3,256+62.3% | $5,011+5.4% | $2,471+113.8% |
| Participant deferral / active EE | $1,891 | $3,236-41.6% | $5,202-63.6% | $3,740-49.4% |
| Admin fee / account holder | $404 | $6,751-94.0% | $13,984-97.1% | $5,306-92.4% |