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 | $53,066 | $84,696-37.3% | $75,696-29.9% | $167,490-68.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.85% | 199.36%-182.5pp | 104.53%-87.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,560 | $3,230+10.2% | $2,743+29.8% | $4,837-26.4% |
| Participant deferral / active EE | $3,560 | $4,580-22.3% | $3,821-6.9% | $6,341-43.9% |
| Admin fee / account holder | $1,830 | $5,355-65.8% | $3,619-49.4% | $12,309-85.1% |