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 | $55,860 | $112,729-50.4% | $98,716-43.4% | $137,256-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.66% | 38.48%-21.8pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,309 | $2,725+131.5% | $2,279+176.9% | $4,156+51.8% |
| Participant deferral / active EE | $2,999 | $4,640-35.4% | $4,048-25.9% | $6,407-53.2% |
| Admin fee / account holder | $901 | $10,129-91.1% | $8,703-89.7% | $12,270-92.7% |