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 | $51,770 | $116,175-55.4% | $93,606-44.7% | $152,861-66.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.01% | 35.96%-19.0pp | 32.76%-15.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,277 | $3,218-29.3% | $2,718-16.2% | $4,762-52.2% |
| Participant deferral / active EE | $5,076 | $4,603+10.3% | $4,069+24.8% | $5,850-13.2% |
| Admin fee / account holder | $7,897 | $10,748-26.5% | $7,888+0.1% | $11,596-31.9% |