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 | $54,946 | $95,416-42.4% | $185,823-70.4% | $85,850-36.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 31.06% | 23.59%+7.5pp | 122.05%-91.0pp | 318.53%-287.5pp |
| Employer contribution / active EE | $1,535 | $3,314-53.7% | $5,167-70.3% | $2,565-40.2% |
| Participant deferral / active EE | $2,380 | $3,423-30.5% | $5,568-57.3% | $3,952-39.8% |
| Admin fee / account holder | $2,710 | $7,213-62.4% | $16,237-83.3% | $6,260-56.7% |