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 | $59,108 | $102,966-42.6% | $90,281-34.5% | $152,861-61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.71% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,821 | $3,139+21.7% | $2,854+33.9% | $4,762-19.8% |
| Participant deferral / active EE | $5,520 | $4,281+28.9% | $3,885+42.1% | $5,850-5.6% |
| Admin fee / account holder | $3,086 | $6,171-50.0% | $5,351-42.3% | $11,596-73.4% |