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 | $127,065-54.6% | $113,168-49.1% | $142,382-59.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.85% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,618 | $3,442-24.0% | $2,975-12.0% | $4,299-39.1% |
| Participant deferral / active EE | $18,089 | $5,716+216.4% | $5,107+254.2% | $6,507+178.0% |
| Admin fee / account holder | $32,124 | $15,736+104.1% | $12,068+166.2% | $12,624+154.5% |