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 | $83,950 | $127,065-33.9% | $113,168-25.8% | $142,382-41.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.36% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,185 | $3,442-36.5% | $2,975-26.6% | $4,299-49.2% |
| Participant deferral / active EE | $14,298 | $5,716+150.1% | $5,107+180.0% | $6,507+119.7% |
| Admin fee / account holder | $178,226 | $15,736+1032.6% | $12,068+1376.9% | $12,624+1311.8% |