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 | $63,715 | $99,032-35.7% | $80,019-20.4% | $135,375-52.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.44% | 15.39%-5.9pp | 11.22%-1.8pp | 519.73%-510.3pp |
| Employer contribution / active EE | $2,074 | $3,043-31.8% | $2,468-15.9% | $4,779-56.6% |
| Participant deferral / active EE | $3,574 | $4,282-16.5% | $3,686-3.0% | $5,609-36.3% |
| Admin fee / account holder | $4,160 | $10,436-60.1% | $6,521-36.2% | $10,827-61.6% |