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 | $57,305 | $105,126-45.5% | $94,646-39.5% | $139,434-58.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 38.03%-16.8pp | 156.71%-135.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,388 | $4,106-41.8% | $3,672-35.0% | $4,751-49.7% |
| Participant deferral / active EE | $4,935 | $7,599-35.1% | $7,418-33.5% | $6,710-26.5% |
| Admin fee / account holder | $306 | $8,984-96.6% | $7,231-95.8% | $11,403-97.3% |