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 | $75,776 | $127,065-40.4% | $113,168-33.0% | $142,382-46.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.61% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,815 | $3,442-18.2% | $2,975-5.4% | $4,299-34.5% |
| Participant deferral / active EE | $11,733 | $5,716+105.3% | $5,107+129.8% | $6,507+80.3% |
| Admin fee / account holder | $14,277 | $15,736-9.3% | $12,068+18.3% | $12,624+13.1% |