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 7-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 | $95,749 | $117,859-18.8% | $102,438-6.5% | $145,959-34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 31.72%-9.0pp | 29.37%-6.6pp | 561.95%-539.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,251 | $5,732+96.3% | $5,054+122.6% | $6,689+68.2% |
| Admin fee / account holder | $754 | $13,318-94.3% | $9,448-92.0% | $13,398-94.4% |