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 | $57,353 | $81,632-29.7% | $70,449-18.6% | $158,922-63.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.48% | 208.40%-192.9pp | 109.03%-93.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,953 | $3,217+54.0% | $2,737+81.0% | $4,761+4.0% |
| Participant deferral / active EE | $2,477 | $4,554-45.6% | $3,709-33.2% | $5,982-58.6% |
| Admin fee / account holder | $3,081 | $6,193-50.2% | $3,845-19.9% | $11,246-72.6% |