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 | $86,196 | $111,754-22.9% | $103,333-16.6% | $145,922-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,102 | $4,212-50.1% | $3,868-45.7% | $4,660-54.9% |
| Participant deferral / active EE | $2,079 | $5,619-63.0% | $5,057-58.9% | $6,688-68.9% |
| Admin fee / account holder | $537 | $9,750-94.5% | $8,355-93.6% | $13,397-96.0% |