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 | $57,659 | $124,425-53.7% | $112,040-48.5% | $137,256-58.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.85% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,618 | $3,411-23.3% | $2,954-11.4% | $4,156-37.0% |
| Participant deferral / active EE | $18,089 | $5,718+216.3% | $5,098+254.8% | $6,407+182.3% |
| Admin fee / account holder | $32,124 | $15,207+111.3% | $12,098+165.5% | $12,270+161.8% |