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 | $75,333 | $106,584-29.3% | $101,326-25.7% | $142,382-47.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.77% | 36.93%-23.2pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,124 | $3,956-46.3% | $3,665-42.0% | $4,299-50.6% |
| Participant deferral / active EE | $4,796 | $8,297-42.2% | $7,994-40.0% | $6,507-26.3% |
| Admin fee / account holder | $369 | $11,446-96.8% | $11,185-96.7% | $12,624-97.1% |