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 | $72,614 | $227,553-68.1% | $189,557-61.7% | $167,490-56.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.20% | 78.40%-61.2pp | 64.17%-47.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,958 | $5,316-63.2% | $4,412-55.6% | $4,837-59.5% |
| Participant deferral / active EE | $5,439 | $7,002-22.3% | $6,174-11.9% | $6,341-14.2% |
| Admin fee / account holder | $3,248 | $11,878-72.7% | $9,807-66.9% | $12,309-73.6% |