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 | $55,167 | $116,175-52.5% | $93,606-41.1% | $152,861-63.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.07% | 35.96%-17.9pp | 32.76%-14.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,995 | $3,218-38.0% | $2,718-26.6% | $4,762-58.1% |
| Participant deferral / active EE | $3,126 | $4,603-32.1% | $4,069-23.2% | $5,850-46.6% |
| Admin fee / account holder | $806 | $10,748-92.5% | $7,888-89.8% | $11,596-93.1% |