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 | $59,636 | $99,985-40.4% | $146,665-59.3% | $85,850-30.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 36.40% | 18.93%+17.5pp | 22.74%+13.7pp | 318.53%-282.1pp |
| Employer contribution / active EE | $2,533 | $2,559-1.0% | $4,136-38.8% | $2,565-1.3% |
| Participant deferral / active EE | $2,017 | $4,006-49.6% | $5,506-63.4% | $3,952-49.0% |
| Admin fee / account holder | $6,339 | $7,702-17.7% | $10,280-38.3% | $6,260+1.3% |