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 | $84,406 | $176,812-52.3% | $146,665-42.4% | $167,490-49.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.80% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,780 | $5,160-46.1% | $4,136-32.8% | $4,837-42.5% |
| Participant deferral / active EE | $2,683 | $6,440-58.3% | $5,506-51.3% | $6,341-57.7% |
| Admin fee / account holder | $600 | $13,259-95.5% | $10,280-94.2% | $12,309-95.1% |