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 | $79,180 | $102,616-22.8% | $81,983-3.4% | $158,922-50.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.70% | 61.04%-47.3pp | 41.31%-27.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,162 | $3,240-2.4% | $2,498+26.6% | $4,761-33.6% |
| Participant deferral / active EE | $4,516 | $4,648-2.8% | $3,722+21.3% | $5,982-24.5% |
| Admin fee / account holder | $438 | $8,235-94.7% | $5,664-92.3% | $11,246-96.1% |