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 | $58,926 | $96,484-38.9% | $75,886-22.3% | $152,861-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.18% | 33.98%-20.8pp | 30.76%-17.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,406 | $3,309+2.9% | $2,500+36.2% | $4,762-28.5% |
| Participant deferral / active EE | $1,375 | $4,553-69.8% | $3,603-61.8% | $5,850-76.5% |
| Admin fee / account holder | $7,450 | $8,078-7.8% | $5,418+37.5% | $11,596-35.8% |