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 | $70,998 | $118,450-40.1% | $98,439-27.9% | $139,434-49.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.86% | 18.94%-5.1pp | 21.16%-7.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,517 | $3,609-30.3% | $3,048-17.4% | $4,751-47.0% |
| Participant deferral / active EE | $5,396 | $5,392+0.1% | $4,738+13.9% | $6,710-19.6% |
| Admin fee / account holder | $15,648 | $14,026+11.6% | $8,948+74.9% | $11,403+37.2% |