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 | $64,916 | $103,376-37.2% | $87,100-25.5% | $152,861-57.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.33% | 28.10%-13.8pp | 28.19%-13.9pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,974 | $3,220+85.5% | $2,521+136.9% | $4,762+25.4% |
| Participant deferral / active EE | $1,579 | $4,778-66.9% | $4,049-61.0% | $5,850-73.0% |
| Admin fee / account holder | $552 | $12,205-95.5% | $7,497-92.6% | $11,596-95.2% |