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 | $55,251 | $114,381-51.7% | $107,525-48.6% | $142,382-61.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.53% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,038 | $4,015+50.4% | $3,754+60.9% | $4,299+40.5% |
| Participant deferral / active EE | $9,267 | $5,564+66.5% | $5,116+81.2% | $6,507+42.4% |
| Admin fee / account holder | $10,995 | $9,860+11.5% | $8,919+23.3% | $12,624-12.9% |