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 | $85,255 | $105,859-19.5% | $90,160-5.4% | $147,584-42.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.49% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,083 | $4,126-73.8% | $3,318-67.4% | $4,876-77.8% |
| Participant deferral / active EE | $1,954 | $5,733-65.9% | $5,288-63.0% | $5,439-64.1% |
| Admin fee / account holder | $3,321 | $8,046-58.7% | $5,943-44.1% | $10,885-69.5% |