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 | $87,900 | $99,652-11.8% | $78,778+11.6% | $147,584-40.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.52% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,224 | $2,796-56.2% | $1,986-38.3% | $4,876-74.9% |
| Participant deferral / active EE | $3,668 | $3,664+0.1% | $2,958+24.0% | $5,439-32.6% |
| Admin fee / account holder | $1,069 | $7,155-85.1% | $5,134-79.2% | $10,885-90.2% |