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 | $51,217 | $87,166-41.2% | $76,735-33.3% | $137,256-62.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.13% | 26.50%-15.4pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,620 | $2,904-44.2% | $2,454-34.0% | $4,156-61.0% |
| Participant deferral / active EE | $2,890 | $4,726-38.8% | $4,088-29.3% | $6,407-54.9% |
| Admin fee / account holder | $620 | $8,403-92.6% | $7,189-91.4% | $12,270-94.9% |