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 | $55,214 | $118,919-53.6% | $88,538-37.6% | $152,861-63.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 18.75% | 47.92%-29.2pp | 43.64%-24.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,681 | $2,669+37.9% | $2,098+75.4% | $4,762-22.7% |
| Participant deferral / active EE | $941 | $3,549-73.5% | $2,914-67.7% | $5,850-83.9% |
| Admin fee / account holder | $1,845 | $5,876-68.6% | $4,310-57.2% | $11,596-84.1% |