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 | $74,600 | $117,841-36.7% | $102,423-27.2% | $145,922-48.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,596 | $3,615-55.9% | $3,023-47.2% | $4,660-65.8% |
| Participant deferral / active EE | $1,802 | $5,731-68.5% | $5,053-64.3% | $6,688-73.0% |
| Admin fee / account holder | $2,990 | $13,326-77.6% | $9,451-68.4% | $13,397-77.7% |