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 | $77,455 | $157,256-50.7% | $141,162-45.1% | $152,861-49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.56% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,379 | $5,261-35.8% | $4,735-28.6% | $4,762-29.0% |
| Participant deferral / active EE | $4,566 | $7,109-35.8% | $6,709-31.9% | $5,850-22.0% |
| Admin fee / account holder | $612 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |