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 | $56,609 | $104,664-45.9% | $85,682-33.9% | $167,490-66.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.15% | 21.45%-6.3pp | 21.49%-6.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,021 | $3,337-39.4% | $2,618-22.8% | $4,837-58.2% |
| Participant deferral / active EE | $5,531 | $4,824+14.6% | $3,923+41.0% | $6,341-12.8% |
| Admin fee / account holder | $373 | $10,032-96.3% | $6,873-94.6% | $12,309-97.0% |