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 | $66,789 | $118,450-43.6% | $98,439-32.2% | $139,434-52.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.76% | 18.94%-2.2pp | 21.16%-4.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,171 | $3,609-39.8% | $3,048-28.8% | $4,751-54.3% |
| Participant deferral / active EE | $4,162 | $5,392-22.8% | $4,738-12.2% | $6,710-38.0% |
| Admin fee / account holder | $571 | $14,026-95.9% | $8,948-93.6% | $11,403-95.0% |