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 | $76,409 | $115,770-34.0% | $101,248-24.5% | $158,922-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.36% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $819 | $4,175-80.4% | $3,660-77.6% | $4,761-82.8% |
| Participant deferral / active EE | $4,500 | $4,957-9.2% | $4,370+3.0% | $5,982-24.8% |
| Admin fee / account holder | $750 | $7,245-89.6% | $5,945-87.4% | $11,246-93.3% |