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 | $94,345 | $149,734-37.0% | $118,925-20.7% | $158,922-40.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.27% | 19.95%-9.7pp | 35.88%-25.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,493 | $4,115-63.7% | $3,263-54.2% | $4,761-68.6% |
| Participant deferral / active EE | $7,138 | $5,223+36.7% | $4,265+67.4% | $5,982+19.3% |
| Admin fee / account holder | $29,933 | $8,603+247.9% | $6,581+354.9% | $11,246+166.2% |