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 | $86,473 | $132,634-34.8% | $115,768-25.3% | $137,256-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.85% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,958 | $3,360-41.7% | $2,940-33.4% | $4,156-52.9% |
| Participant deferral / active EE | $4,283 | $5,619-23.8% | $4,917-12.9% | $6,407-33.1% |
| Admin fee / account holder | $947 | $15,028-93.7% | $12,439-92.4% | $12,270-92.3% |