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 | $55,772 | $89,753-37.9% | $107,525-48.1% | $84,808-34.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 21.54% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,303 | $3,113+6.1% | $3,754-12.0% | $2,631+25.6% |
| Participant deferral / active EE | $5,154 | $4,056+27.1% | $5,116+0.7% | $4,212+22.4% |
| Admin fee / account holder | $831 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |