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 | $54,957 | $118,919-53.8% | $88,538-37.9% | $152,861-64.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 30.28% | 47.92%-17.6pp | 43.64%-13.4pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,089 | $2,669-21.7% | $2,098-0.4% | $4,762-56.1% |
| Participant deferral / active EE | $1,442 | $3,549-59.4% | $2,914-50.5% | $5,850-75.3% |
| Admin fee / account holder | $2,084 | $5,876-64.5% | $4,310-51.7% | $11,596-82.0% |