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 | $72,769 | $127,065-42.7% | $113,168-35.7% | $142,382-48.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.76% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,596 | $3,442-53.6% | $2,975-46.3% | $4,299-62.9% |
| Participant deferral / active EE | $3,986 | $5,716-30.3% | $5,107-21.9% | $6,507-38.7% |
| Admin fee / account holder | $2,901 | $15,736-81.6% | $12,068-76.0% | $12,624-77.0% |