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 | $60,461 | $96,484-37.3% | $75,886-20.3% | $152,861-60.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.61% | 33.98%-12.4pp | 30.76%-9.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,536 | $3,309-23.4% | $2,500+1.4% | $4,762-46.8% |
| Participant deferral / active EE | $5,426 | $4,553+19.2% | $3,603+50.6% | $5,850-7.2% |
| Admin fee / account holder | $457 | $8,078-94.3% | $5,418-91.6% | $11,596-96.1% |