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 | $57,506 | $91,037-36.8% | $71,671-19.8% | $147,584-61.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.60% | 20.48%-6.9pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,043 | $3,327-38.6% | $2,460-16.9% | $4,876-58.1% |
| Participant deferral / active EE | $3,681 | $4,498-18.2% | $3,438+7.1% | $5,439-32.3% |
| Admin fee / account holder | $1,349 | $8,613-84.3% | $5,558-75.7% | $10,885-87.6% |