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 | $83,019 | $116,175-28.5% | $93,606-11.3% | $152,861-45.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.35% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,283 | $3,218-60.1% | $2,718-52.8% | $4,762-73.1% |
| Participant deferral / active EE | $2,037 | $4,603-55.8% | $4,069-49.9% | $5,850-65.2% |
| Admin fee / account holder | $1,964 | $10,748-81.7% | $7,888-75.1% | $11,596-83.1% |