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 | $98,082 | $116,175-15.6% | $93,606+4.8% | $152,861-35.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.17% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,347 | $3,218-58.2% | $2,718-50.5% | $4,762-71.7% |
| Participant deferral / active EE | $3,441 | $4,603-25.3% | $4,069-15.4% | $5,850-41.2% |
| Admin fee / account holder | $699 | $10,748-93.5% | $7,888-91.1% | $11,596-94.0% |