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 | $63,736 | $83,337-23.5% | $67,834-6.0% | $273,961-76.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 146.24% | 259.45%-113.2pp | 138.47%+7.8pp | 41.45%+104.8pp |
| Employer contribution / active EE | $1,083 | $3,287-67.0% | $2,403-54.9% | $4,869-77.8% |
| Participant deferral / active EE | $2,805 | $4,088-31.4% | $3,160-11.2% | $5,287-46.9% |
| Admin fee / account holder | $6,916 | $6,752+2.4% | $4,622+49.6% | $10,132-31.7% |