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 | $93,702 | $176,812-47.0% | $146,665-36.1% | $167,490-44.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.55% | 24.03%-6.5pp | 22.74%-5.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,553 | $5,160-69.9% | $4,136-62.4% | $4,837-67.9% |
| Participant deferral / active EE | $3,810 | $6,440-40.8% | $5,506-30.8% | $6,341-39.9% |
| Admin fee / account holder | $10,082 | $13,259-24.0% | $10,280-1.9% | $12,309-18.1% |