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 | $59,497 | $104,907-43.3% | $84,611-29.7% | $152,861-61.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.75% | 373.79%-358.0pp | 258.74%-243.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,922 | $3,302-41.8% | $2,652-27.5% | $4,762-59.6% |
| Participant deferral / active EE | $10,480 | $4,688+123.6% | $3,899+168.8% | $5,850+79.1% |
| Admin fee / account holder | $3,463 | $6,241-44.5% | $4,912-29.5% | $11,596-70.1% |