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 | $82,397 | $117,983-30.2% | $101,794-19.1% | $142,382-42.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.99% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,046 | $2,773-26.2% | $2,289-10.6% | $4,299-52.4% |
| Participant deferral / active EE | $2,861 | $4,714-39.3% | $4,084-30.0% | $6,507-56.0% |
| Admin fee / account holder | $558 | $10,433-94.6% | $8,777-93.6% | $12,624-95.6% |