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 | $57,635 | $107,452-46.4% | $91,541-37.0% | $142,382-59.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.87% | 22.06%-5.2pp | 20.50%-3.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,196 | $2,994-26.7% | $2,505-12.3% | $4,299-48.9% |
| Participant deferral / active EE | $5,649 | $4,754+18.8% | $4,008+40.9% | $6,507-13.2% |
| Admin fee / account holder | $1,903 | $8,834-78.5% | $6,956-72.6% | $12,624-84.9% |