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 | $79,350 | $106,584-25.6% | $101,326-21.7% | $142,382-44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.19% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,741 | $3,956-56.0% | $3,665-52.5% | $4,299-59.5% |
| Participant deferral / active EE | $5,949 | $8,297-28.3% | $7,994-25.6% | $6,507-8.6% |
| Admin fee / account holder | $34,220 | $11,446+199.0% | $11,185+205.9% | $12,624+171.1% |