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 | $77,246 | $165,912-53.4% | $122,332-36.9% | $147,584-47.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.68% | 34.55%-23.9pp | 30.27%-19.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $7,175 | $5,754+24.7% | $4,050+77.1% | $4,876+47.1% |
| Participant deferral / active EE | $5,299 | $4,005+32.3% | $3,287+61.2% | $5,439-2.6% |
| Admin fee / account holder | $723 | $7,424-90.3% | $5,478-86.8% | $10,885-93.4% |