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 | $58,025 | $74,888-22.5% | $71,209-18.5% | $142,382-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.25% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,228 | $2,854-57.0% | $2,721-54.9% | $4,299-71.4% |
| Participant deferral / active EE | $8,667 | $4,454+94.6% | $4,175+107.6% | $6,507+33.2% |
| Admin fee / account holder | $2,441 | $5,568-56.2% | $5,349-54.4% | $12,624-80.7% |