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 | $72,178 | $127,777-43.5% | $106,548-32.3% | $167,490-56.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.13% | 33.87%-17.7pp | 26.80%-10.7pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,149 | $3,427-8.1% | $2,819+11.7% | $4,837-34.9% |
| Participant deferral / active EE | $3,440 | $5,087-32.4% | $4,398-21.8% | $6,341-45.8% |
| Admin fee / account holder | $587 | $11,228-94.8% | $7,407-92.1% | $12,309-95.2% |