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 | $54,505 | $113,339-51.9% | $94,993-42.6% | $147,584-63.1% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 15.04% | 20.77%-5.7pp | 27.12%-12.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,030 | $3,160-4.1% | $2,603+16.4% | $4,876-37.9% |
| Participant deferral / active EE | $4,828 | $3,777+27.8% | $3,317+45.6% | $5,439-11.2% |
| Admin fee / account holder | $784 | $6,063-87.1% | $4,960-84.2% | $10,885-92.8% |