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 | $96,049 | $124,281-22.7% | $109,143-12.0% | $167,490-42.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.70% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,762 | $4,207-58.1% | $3,722-52.7% | $4,837-63.6% |
| Participant deferral / active EE | $2,925 | $5,255-44.3% | $4,653-37.1% | $6,341-53.9% |
| Admin fee / account holder | $929 | $7,970-88.3% | $6,752-86.2% | $12,309-92.5% |