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 | $81,708 | $91,037-10.2% | $71,671+14.0% | $147,584-44.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.91% | 20.48%-0.6pp | 20.65%-0.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,627 | $3,327-51.1% | $2,460-33.9% | $4,876-66.6% |
| Participant deferral / active EE | $2,140 | $4,498-52.4% | $3,438-37.8% | $5,439-60.7% |
| Admin fee / account holder | $739 | $8,613-91.4% | $5,558-86.7% | $10,885-93.2% |