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 | $57,444 | $85,790-33.0% | $67,313-14.7% | $135,375-57.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.90% | -0.54%+9.4pp | -4.08%+13.0pp | 519.73%-510.8pp |
| Employer contribution / active EE | $5,136 | $3,487+47.3% | $2,566+100.2% | $4,779+7.5% |
| Participant deferral / active EE | $2,865 | $4,651-38.4% | $3,568-19.7% | $5,609-48.9% |
| Admin fee / account holder | $3,865 | $6,392-39.5% | $4,507-14.2% | $10,827-64.3% |