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 | $77,067 | $111,814-31.1% | $93,654-17.7% | $145,959-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.46% | 203.30%-193.8pp | 133.34%-123.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,985 | $3,092-35.8% | $2,421-18.0% | $4,661-57.4% |
| Participant deferral / active EE | $1,946 | $4,914-60.4% | $4,413-55.9% | $6,689-70.9% |
| Admin fee / account holder | $1,033 | $10,246-89.9% | $8,282-87.5% | $13,398-92.3% |