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 | $57,321 | $111,535-48.6% | $105,223-45.5% | $137,256-58.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.35% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,028 | $3,939-23.1% | $3,689-17.9% | $4,156-27.2% |
| Participant deferral / active EE | $5,705 | $5,500+3.7% | $5,072+12.5% | $6,407-11.0% |
| Admin fee / account holder | $6,470 | $9,721-33.4% | $8,859-27.0% | $12,270-47.3% |