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 | $83,520 | $140,940-40.7% | $112,229-25.6% | $139,434-40.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.42% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $9,282 | $4,283+116.7% | $3,430+170.6% | $4,751+95.4% |
| Participant deferral / active EE | $1,652 | $5,874-71.9% | $4,798-65.6% | $6,710-75.4% |
| Admin fee / account holder | $457 | $9,954-95.4% | $7,748-94.1% | $11,403-96.0% |