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 | $87,515 | $103,376-15.3% | $87,100+0.5% | $152,861-42.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.12% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,482 | $3,220-22.9% | $2,521-1.6% | $4,762-47.9% |
| Participant deferral / active EE | $4,564 | $4,778-4.5% | $4,049+12.7% | $5,850-22.0% |
| Admin fee / account holder | $602 | $12,205-95.1% | $7,497-92.0% | $11,596-94.8% |