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 | $71,137 | $112,881-37.0% | $90,951-21.8% | $158,922-55.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.26% | 215.79%-192.5pp | 134.60%-111.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $577 | $2,893-80.1% | $2,122-72.8% | $4,761-87.9% |
| Participant deferral / active EE | $4,191 | $4,128+1.5% | $3,373+24.3% | $5,982-29.9% |
| Admin fee / account holder | $622 | $8,041-92.3% | $5,959-89.6% | $11,246-94.5% |