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 | $67,811 | $106,115-36.1% | $85,969-21.1% | $125,391-45.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 8.07% | 13.93%-5.9pp | 9.32%-1.3pp | 282.22%-274.2pp |
| Employer contribution / active EE | $1,586 | $4,537-65.0% | $3,474-54.3% | $4,866-67.4% |
| Participant deferral / active EE | $3,766 | $4,859-22.5% | $3,829-1.7% | $5,352-29.6% |
| Admin fee / account holder | $878 | $8,144-89.2% | $6,053-85.5% | $9,540-90.8% |