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 | $80,051 | $116,175-31.1% | $93,606-14.5% | $152,861-47.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.61% | 35.96%-19.4pp | 32.76%-16.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $6,111 | $3,218+89.9% | $2,718+124.8% | $4,762+28.3% |
| Participant deferral / active EE | $2,931 | $4,603-36.3% | $4,069-28.0% | $5,850-49.9% |
| Admin fee / account holder | $6,704 | $10,748-37.6% | $7,888-15.0% | $11,596-42.2% |