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 | $46,796 | $72,071-35.1% | $68,368-31.6% | $137,256-65.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.13% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,507 | $2,788-10.1% | $2,649-5.3% | $4,156-39.7% |
| Participant deferral / active EE | $3,132 | $4,410-29.0% | $4,123-24.0% | $6,407-51.1% |
| Admin fee / account holder | $18,657 | $5,336+249.7% | $5,150+262.3% | $12,270+52.1% |