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 | $77,754 | $95,862-18.9% | $79,550-2.3% | $134,475-42.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 14.98% | -2.69%+17.7pp | 0.16%+14.8pp | 417.96%-403.0pp |
| Employer contribution / active EE | $1,422 | $3,128-54.6% | $2,413-41.1% | $4,740-70.0% |
| Participant deferral / active EE | $7,352 | $4,693+56.7% | $3,985+84.5% | $6,400+14.9% |
| Admin fee / account holder | $414 | $9,126-95.5% | $6,832-93.9% | $11,426-96.4% |