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 | $55,059 | $89,753-38.7% | $107,525-48.8% | $84,808-35.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.97% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,319 | $3,113-25.5% | $3,754-38.2% | $2,631-11.8% |
| Participant deferral / active EE | $5,934 | $4,056+46.3% | $5,116+16.0% | $4,212+40.9% |
| Admin fee / account holder | $414 | $7,222-94.3% | $8,919-95.4% | $7,344-94.4% |