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 | $97,957 | $140,940-30.5% | $112,229-12.7% | $139,434-29.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.63% | 32.71%-15.1pp | 30.20%-12.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,930 | $4,283-54.9% | $3,430-43.7% | $4,751-59.4% |
| Participant deferral / active EE | $10,883 | $5,874+85.3% | $4,798+126.8% | $6,710+62.2% |
| Admin fee / account holder | $431 | $9,954-95.7% | $7,748-94.4% | $11,403-96.2% |