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 | $94,238 | $127,065-25.8% | $113,168-16.7% | $142,382-33.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.75% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,875 | $3,442-45.5% | $2,975-37.0% | $4,299-56.4% |
| Participant deferral / active EE | $4,057 | $5,716-29.0% | $5,107-20.6% | $6,507-37.7% |
| Admin fee / account holder | $44,803 | $15,736+184.7% | $12,068+271.3% | $12,624+254.9% |