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 | $75,732 | $232,540-67.4% | $185,117-59.1% | $147,584-48.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.20% | 43.03%-29.8pp | 40.50%-27.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,597 | $5,195-69.3% | $4,182-61.8% | $4,876-67.3% |
| Participant deferral / active EE | $4,660 | $5,834-20.1% | $5,045-7.6% | $5,439-14.3% |
| Admin fee / account holder | $763 | $10,275-92.6% | $8,159-90.6% | $10,885-93.0% |