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 | $70,989 | $110,261-35.6% | $95,745-25.9% | $139,434-49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 27.11%-11.1pp | 28.35%-12.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,932 | $3,257-40.7% | $2,835-31.9% | $4,751-59.3% |
| Participant deferral / active EE | $8,636 | $4,676+84.7% | $4,245+103.5% | $6,710+28.7% |
| Admin fee / account holder | $4,306 | $6,613-34.9% | $5,678-24.2% | $11,403-62.2% |