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 | $87,199 | $140,940-38.1% | $112,229-22.3% | $139,434-37.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.91% | 32.71%-17.8pp | 30.20%-15.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $10,300 | $4,283+140.5% | $3,430+200.3% | $4,751+116.8% |
| Participant deferral / active EE | $4,200 | $5,874-28.5% | $4,798-12.5% | $6,710-37.4% |
| Admin fee / account holder | $362 | $9,954-96.4% | $7,748-95.3% | $11,403-96.8% |