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 | $71,084 | $149,734-52.5% | $118,925-40.2% | $158,922-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.18% | 19.95%-10.8pp | 35.88%-26.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,685 | $4,115-59.1% | $3,263-48.4% | $4,761-64.6% |
| Participant deferral / active EE | $1,427 | $5,223-72.7% | $4,265-66.6% | $5,982-76.2% |
| Admin fee / account holder | $807 | $8,603-90.6% | $6,581-87.7% | $11,246-92.8% |