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 | $56,269 | $118,849-52.7% | $96,562-41.7% | $167,490-66.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.59% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,199 | $3,120-29.5% | $2,356-6.7% | $4,837-54.6% |
| Participant deferral / active EE | $3,156 | $4,616-31.6% | $3,849-18.0% | $6,341-50.2% |
| Admin fee / account holder | $1,693 | $8,065-79.0% | $6,181-72.6% | $12,309-86.2% |