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 | $96,049 | $124,281-22.7% | $109,143-12.0% | $167,490-42.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.73% | 26.04%-7.3pp | 25.75%-7.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $828 | $4,207-80.3% | $3,722-77.8% | $4,837-82.9% |
| Participant deferral / active EE | $4,500 | $5,255-14.4% | $4,653-3.3% | $6,341-29.0% |
| Admin fee / account holder | $1,072 | $7,970-86.6% | $6,752-84.1% | $12,309-91.3% |