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 | $56,595 | $157,256-64.0% | $141,162-59.9% | $152,861-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.25% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,764 | $5,261-28.5% | $4,735-20.5% | $4,762-21.0% |
| Participant deferral / active EE | $3,785 | $7,109-46.8% | $6,709-43.6% | $5,850-35.3% |
| Admin fee / account holder | $2,030 | $12,120-83.3% | $10,261-80.2% | $11,596-82.5% |