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 | $54,962 | $80,968-32.1% | $96,544-43.1% | $75,163-26.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.09% | 27.06%-8.0pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,500 | $2,282+53.4% | $2,965+18.1% | $2,670+31.1% |
| Participant deferral / active EE | $3,848 | $3,928-2.0% | $4,851-20.7% | $4,125-6.7% |
| Admin fee / account holder | $4,451 | $6,724-33.8% | $8,252-46.1% | $5,651-21.2% |