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 | $86,772 | $103,376-16.1% | $87,100-0.4% | $152,861-43.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.01% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,310 | $3,220-28.3% | $2,521-8.4% | $4,762-51.5% |
| Participant deferral / active EE | $6,795 | $4,778+42.2% | $4,049+67.8% | $5,850+16.1% |
| Admin fee / account holder | $765 | $12,205-93.7% | $7,497-89.8% | $11,596-93.4% |