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 | $52,378 | $72,071-27.3% | $68,368-23.4% | $137,256-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.77% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,626 | $2,788+101.8% | $2,649+112.4% | $4,156+35.4% |
| Participant deferral / active EE | $10,236 | $4,410+132.1% | $4,123+148.3% | $6,407+59.8% |
| Admin fee / account holder | $1,370 | $5,336-74.3% | $5,150-73.4% | $12,270-88.8% |