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 | $55,252 | $116,175-52.4% | $93,606-41.0% | $152,861-63.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.37% | 35.96%-17.6pp | 32.76%-14.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,083 | $3,218-35.3% | $2,718-23.4% | $4,762-56.3% |
| Participant deferral / active EE | $4,548 | $4,603-1.2% | $4,069+11.8% | $5,850-22.3% |
| Admin fee / account holder | $827 | $10,748-92.3% | $7,888-89.5% | $11,596-92.9% |