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 | $74,281 | $95,561-22.3% | $77,163-3.7% | $139,434-46.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.89% | 54.92%-38.0pp | 37.87%-21.0pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,792 | $3,147-43.1% | $2,535-29.3% | $4,751-62.3% |
| Participant deferral / active EE | $3,050 | $4,624-34.0% | $3,833-20.4% | $6,710-54.5% |
| Admin fee / account holder | $1,089 | $8,295-86.9% | $5,472-80.1% | $11,403-90.4% |