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 | $66,225 | $101,069-34.5% | $81,478-18.7% | $147,584-55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.81% | 32.40%-21.6pp | 38.78%-28.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,811 | $3,205-43.5% | $2,568-29.5% | $4,876-62.9% |
| Participant deferral / active EE | $3,874 | $4,242-8.7% | $3,537+9.5% | $5,439-28.8% |
| Admin fee / account holder | $531 | $5,812-90.9% | $4,561-88.3% | $10,885-95.1% |