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 | $61,351 | $162,781-62.3% | $133,956-54.2% | $158,922-61.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.55% | 41.94%-26.4pp | 45.09%-29.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,769 | $4,975-24.3% | $3,919-3.8% | $4,761-20.8% |
| Participant deferral / active EE | $2,152 | $5,911-63.6% | $5,048-57.4% | $5,982-64.0% |
| Admin fee / account holder | $449 | $11,736-96.2% | $8,927-95.0% | $11,246-96.0% |