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 | $82,464 | $176,812-53.4% | $146,665-43.8% | $167,490-50.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.75% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,818 | $5,160-64.8% | $4,136-56.1% | $4,837-62.4% |
| Participant deferral / active EE | $8,769 | $6,440+36.2% | $5,506+59.3% | $6,341+38.3% |
| Admin fee / account holder | $18,174 | $13,259+37.1% | $10,280+76.8% | $12,309+47.6% |