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 | $49,850 | $96,484-48.3% | $75,886-34.3% | $152,861-67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.86% | 33.98%-9.1pp | 30.76%-5.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,982 | $3,309+20.3% | $2,500+59.3% | $4,762-16.4% |
| Participant deferral / active EE | $4,091 | $4,553-10.2% | $3,603+13.5% | $5,850-30.1% |
| Admin fee / account holder | $1,068 | $8,078-86.8% | $5,418-80.3% | $11,596-90.8% |