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 | $71,927 | $232,540-69.1% | $185,117-61.1% | $147,584-51.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.93% | 43.03%-32.1pp | 40.50%-29.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,193 | $5,195-77.0% | $4,182-71.5% | $4,876-75.5% |
| Participant deferral / active EE | $3,866 | $5,834-33.7% | $5,045-23.4% | $5,439-28.9% |
| Admin fee / account holder | $835 | $10,275-91.9% | $8,159-89.8% | $10,885-92.3% |