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 | $51,737 | $112,729-54.1% | $98,716-47.6% | $137,256-62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 31.20% | 38.48%-7.3pp | 31.81%-0.6pp | 220.34%-189.1pp |
| Employer contribution / active EE | $1,469 | $2,725-46.1% | $2,279-35.5% | $4,156-64.7% |
| Participant deferral / active EE | $1,699 | $4,640-63.4% | $4,048-58.0% | $6,407-73.5% |
| Admin fee / account holder | $448 | $10,129-95.6% | $8,703-94.9% | $12,270-96.4% |