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 | $55,039 | $93,024-40.8% | $77,024-28.5% | $134,475-59.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 3.11% | 62.60%-59.5pp | 42.32%-39.2pp | 417.96%-414.9pp |
| Employer contribution / active EE | $2,420 | $3,418-29.2% | $2,812-14.0% | $4,740-48.9% |
| Participant deferral / active EE | $3,115 | $5,238-40.5% | $4,426-29.6% | $6,400-51.3% |
| Admin fee / account holder | $3,788 | $6,944-45.4% | $5,425-30.2% | $11,426-66.8% |