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 | $72,703 | $180,028-59.6% | $138,135-47.4% | $158,922-54.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.76% | 21.68%-5.9pp | 20.51%-4.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,515 | $7,470-79.7% | $5,587-72.9% | $4,761-68.2% |
| Participant deferral / active EE | $5,628 | $7,717-27.1% | $6,431-12.5% | $5,982-5.9% |
| Admin fee / account holder | $1,448 | $17,912-91.9% | $11,856-87.8% | $11,246-87.1% |