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 | $98,948 | $106,515-7.1% | $96,683+2.3% | $139,434-29.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.33% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $875 | $4,103-78.7% | $3,737-76.6% | $4,751-81.6% |
| Participant deferral / active EE | $1,750 | $5,454-67.9% | $4,878-64.1% | $6,710-73.9% |
| Admin fee / account holder | $1,769 | $7,877-77.5% | $6,730-73.7% | $11,403-84.5% |