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 | $96,578 | $152,587-36.7% | $125,175-22.8% | $152,861-36.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.72% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,773 | $4,946-43.9% | $3,865-28.3% | $4,762-41.8% |
| Participant deferral / active EE | $5,487 | $5,868-6.5% | $4,937+11.1% | $5,850-6.2% |
| Admin fee / account holder | $910 | $13,434-93.2% | $9,702-90.6% | $11,596-92.1% |