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 | $95,993 | $124,281-22.8% | $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 | 11.11% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,450 | $4,207-41.8% | $3,722-34.2% | $4,837-49.4% |
| Participant deferral / active EE | $6,729 | $5,255+28.0% | $4,653+44.6% | $6,341+6.1% |
| Admin fee / account holder | $503 | $7,970-93.7% | $6,752-92.5% | $12,309-95.9% |