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 | $78,187 | $106,515-26.6% | $96,683-19.1% | $139,434-43.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.20% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,004 | $4,103-75.5% | $3,737-73.1% | $4,751-78.9% |
| Participant deferral / active EE | $2,969 | $5,454-45.6% | $4,878-39.1% | $6,710-55.8% |
| Admin fee / account holder | $1,740 | $7,877-77.9% | $6,730-74.1% | $11,403-84.7% |