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 | $57,742 | $117,381-50.8% | $99,443-41.9% | $152,861-62.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.56% | 31.87%-9.3pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,214 | $3,013-59.7% | $2,540-52.2% | $4,762-74.5% |
| Participant deferral / active EE | $2,480 | $4,086-39.3% | $3,619-31.5% | $5,850-57.6% |
| Admin fee / account holder | $4,506 | $7,631-40.9% | $6,250-27.9% | $11,596-61.1% |