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 | $92,538 | $162,781-43.2% | $133,956-30.9% | $158,922-41.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.16% | 41.94%-27.8pp | 45.09%-30.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,591 | $4,975-27.8% | $3,919-8.4% | $4,761-24.6% |
| Participant deferral / active EE | $11,565 | $5,911+95.7% | $5,048+129.1% | $5,982+93.3% |
| Admin fee / account holder | $662 | $11,736-94.4% | $8,927-92.6% | $11,246-94.1% |