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 | $49,451 | $117,381-57.9% | $99,443-50.3% | $152,861-67.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.08% | 31.87%-15.8pp | 30.72%-14.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,136 | $3,013-29.1% | $2,540-15.9% | $4,762-55.1% |
| Participant deferral / active EE | $2,712 | $4,086-33.6% | $3,619-25.1% | $5,850-53.6% |
| Admin fee / account holder | $392 | $7,631-94.9% | $6,250-93.7% | $11,596-96.6% |