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 | $55,677 | $99,032-43.8% | $80,019-30.4% | $135,375-58.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1.78% | 15.39%-13.6pp | 11.22%-9.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $2,941 | $3,043-3.4% | $2,468+19.2% | $4,779-38.5% |
| Participant deferral / active EE | $1,820 | $4,282-57.5% | $3,686-50.6% | $5,609-67.5% |
| Admin fee / account holder | $745 | $10,436-92.9% | $6,521-88.6% | $10,827-93.1% |