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 | $53,073 | $110,261-51.9% | $95,745-44.6% | $139,434-61.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.58% | 27.11%-16.5pp | 28.35%-17.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $7,009 | $3,257+115.2% | $2,835+147.3% | $4,751+47.5% |
| Participant deferral / active EE | $2,337 | $4,676-50.0% | $4,245-44.9% | $6,710-65.2% |
| Admin fee / account holder | $618 | $6,613-90.7% | $5,678-89.1% | $11,403-94.6% |