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 | $55,150 | $118,849-53.6% | $96,562-42.9% | $167,490-67.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.50% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,262 | $3,120+4.6% | $2,356+38.4% | $4,837-32.6% |
| Participant deferral / active EE | $5,812 | $4,616+25.9% | $3,849+51.0% | $6,341-8.3% |
| Admin fee / account holder | $657 | $8,065-91.9% | $6,181-89.4% | $12,309-94.7% |