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 | $52,805 | $91,037-42.0% | $71,671-26.3% | $147,584-64.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.55% | 20.48%-5.9pp | 20.65%-6.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,258 | $3,327-62.2% | $2,460-48.8% | $4,876-74.2% |
| Participant deferral / active EE | $5,804 | $4,498+29.0% | $3,438+68.8% | $5,439+6.7% |
| Admin fee / account holder | $801 | $8,613-90.7% | $5,558-85.6% | $10,885-92.6% |