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 | $58,265 | $107,015-45.6% | $73,545-20.8% | $147,584-60.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.32% | 38.25%-15.9pp | -15.16%+37.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,563 | $1,760-11.2% | $1,219+28.2% | $4,876-67.9% |
| Participant deferral / active EE | $2,570 | $2,462+4.4% | $1,806+42.3% | $5,439-52.7% |
| Admin fee / account holder | $1,804 | $3,055-41.0% | $2,320-22.2% | $10,885-83.4% |