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 | $65,810 | $118,849-44.6% | $96,562-31.8% | $167,490-60.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,486 | $3,120-20.3% | $2,356+5.5% | $4,837-48.6% |
| Participant deferral / active EE | $3,470 | $4,616-24.8% | $3,849-9.9% | $6,341-45.3% |
| Admin fee / account holder | $374 | $8,065-95.4% | $6,181-93.9% | $12,309-97.0% |