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 | $88,411 | $111,724-20.9% | $93,606-5.5% | $145,922-39.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.63% | 202.98%-191.3pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,572 | $3,090-49.1% | $2,420-35.0% | $4,660-66.3% |
| Participant deferral / active EE | $12,093 | $4,912+146.2% | $4,411+174.1% | $6,688+80.8% |
| Admin fee / account holder | $774 | $10,250-92.4% | $8,285-90.7% | $13,397-94.2% |