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 | $56,513 | $117,841-52.0% | $102,423-44.8% | $145,922-61.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,331 | $3,615-63.2% | $3,023-56.0% | $4,660-71.4% |
| Participant deferral / active EE | $3,590 | $5,731-37.4% | $5,053-29.0% | $6,688-46.3% |
| Admin fee / account holder | $2,317 | $13,326-82.6% | $9,451-75.5% | $13,397-82.7% |