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 | $36,578 | $77,899-53.0% | $149,673-75.6% | $75,163-51.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.12% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,082 | $3,137-1.8% | $4,818-36.0% | $2,670+15.5% |
| Participant deferral / active EE | $5,413 | $3,411+58.7% | $5,680-4.7% | $4,125+31.2% |
| Admin fee / account holder | $5,790 | $5,956-2.8% | $13,210-56.2% | $5,651+2.5% |