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 | $62,462 | $104,251-40.1% | $91,001-31.4% | $147,584-57.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.98% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,007 | $3,116+28.6% | $2,456+63.2% | $4,876-17.8% |
| Participant deferral / active EE | $3,733 | $4,195-11.0% | $3,547+5.2% | $5,439-31.4% |
| Admin fee / account holder | $810 | $8,948-91.0% | $5,417-85.1% | $10,885-92.6% |