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 | $75,147 | $127,065-40.9% | $113,168-33.6% | $142,382-47.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.45% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,811 | $3,442-47.4% | $2,975-39.1% | $4,299-57.9% |
| Participant deferral / active EE | $9,901 | $5,716+73.2% | $5,107+93.9% | $6,507+52.2% |
| Admin fee / account holder | $50,129 | $15,736+218.6% | $12,068+315.4% | $12,624+297.1% |