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 | $55,163 | $149,734-63.2% | $118,925-53.6% | $158,922-65.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.90% | 19.95%-9.0pp | 35.88%-25.0pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,101 | $4,115-24.6% | $3,263-5.0% | $4,761-34.9% |
| Participant deferral / active EE | $3,100 | $5,223-40.6% | $4,265-27.3% | $5,982-48.2% |
| Admin fee / account holder | $3,537 | $8,603-58.9% | $6,581-46.3% | $11,246-68.6% |