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 | $58,463 | $105,859-44.8% | $90,160-35.2% | $147,584-60.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.86% | 37.63%-26.8pp | 34.88%-24.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,363 | $4,126-67.0% | $3,318-58.9% | $4,876-72.1% |
| Participant deferral / active EE | $7,223 | $5,733+26.0% | $5,288+36.6% | $5,439+32.8% |
| Admin fee / account holder | $2,718 | $8,046-66.2% | $5,943-54.3% | $10,885-75.0% |