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 | $57,615 | $162,781-64.6% | $133,956-57.0% | $158,922-63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.77% | 41.94%-22.2pp | 45.09%-25.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,079 | $4,975-58.2% | $3,919-47.0% | $4,761-56.3% |
| Participant deferral / active EE | $2,484 | $5,911-58.0% | $5,048-50.8% | $5,982-58.5% |
| Admin fee / account holder | $3,714 | $11,736-68.4% | $8,927-58.4% | $11,246-67.0% |