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 | $53,899 | $109,327-50.7% | $89,391-39.7% | $158,922-66.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 345.68%-329.7pp | 245.62%-229.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,264 | $3,170-28.6% | $2,586-12.4% | $4,761-52.4% |
| Participant deferral / active EE | $2,865 | $4,598-37.7% | $3,890-26.4% | $5,982-52.1% |
| Admin fee / account holder | $2,247 | $6,153-63.5% | $4,881-54.0% | $11,246-80.0% |