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 | $99,880 | $111,754-10.6% | $103,333-3.3% | $145,922-31.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.85% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,394 | $4,212-66.9% | $3,868-64.0% | $4,660-70.1% |
| Participant deferral / active EE | $4,260 | $5,619-24.2% | $5,057-15.8% | $6,688-36.3% |
| Admin fee / account holder | $890 | $9,750-90.9% | $8,355-89.3% | $13,397-93.4% |