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 | $69,603 | $127,065-45.2% | $113,168-38.5% | $142,382-51.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.62% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $974 | $3,442-71.7% | $2,975-67.3% | $4,299-77.3% |
| Participant deferral / active EE | $6,760 | $5,716+18.3% | $5,107+32.4% | $6,507+3.9% |
| Admin fee / account holder | $480 | $15,736-97.0% | $12,068-96.0% | $12,624-96.2% |