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 | $51,241 | $154,117-66.8% | $129,995-60.6% | $139,434-63.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,320-53.7% | $4,751-57.9% |
| Participant deferral / active EE | $6,681 | $6,710-0.4% | $5,820+14.8% | $6,710-0.4% |
| Admin fee / account holder | $2,026 | $14,007-85.5% | $10,614-80.9% | $11,403-82.2% |