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 3-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 | $54,802 | $201,259-72.8% | $184,200-70.2% | $145,959-62.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 28.98%-11.7pp | 28.80%-11.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,730 | $7,018-61.1% | $6,424-57.5% | $4,661-41.4% |
| Participant deferral / active EE | $4,793 | $9,806-51.1% | $9,132-47.5% | $6,689-28.3% |
| Admin fee / account holder | $63,041 | $16,372+285.0% | $13,907+353.3% | $13,398+370.5% |