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 | $108,892 | $162,781-33.1% | $133,956-18.7% | $158,922-31.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.04% | 41.94%-23.9pp | 45.09%-27.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,702 | $4,975-45.7% | $3,919-31.0% | $4,761-43.2% |
| Participant deferral / active EE | $4,559 | $5,911-22.9% | $5,048-9.7% | $5,982-23.8% |
| Admin fee / account holder | $722 | $11,736-93.8% | $8,927-91.9% | $11,246-93.6% |