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 | $52,574 | $105,859-50.3% | $90,160-41.7% | $147,584-64.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 37.63%-23.1pp | 34.88%-20.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,934 | $4,126-53.1% | $3,318-41.7% | $4,876-60.3% |
| Participant deferral / active EE | $4,296 | $5,733-25.1% | $5,288-18.8% | $5,439-21.0% |
| Admin fee / account holder | $301 | $8,046-96.3% | $5,943-94.9% | $10,885-97.2% |