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 | $56,298 | $152,460-63.1% | $118,746-52.6% | $147,584-61.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.65% | 17.41%-5.8pp | 24.54%-12.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,867 | $5,046-43.2% | $4,193-31.6% | $4,876-41.2% |
| Participant deferral / active EE | $2,544 | $6,212-59.0% | $5,332-52.3% | $5,439-53.2% |
| Admin fee / account holder | $11,102 | $16,953-34.5% | $10,720+3.6% | $10,885+2.0% |