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 | $94,255 | $142,405-33.8% | $115,157-18.2% | $152,861-38.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.95% | 41.48%-27.5pp | 35.60%-21.6pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,744 | $4,010-31.6% | $3,179-13.7% | $4,762-42.4% |
| Participant deferral / active EE | $1,849 | $5,164-64.2% | $4,168-55.7% | $5,850-68.4% |
| Admin fee / account holder | $400 | $8,462-95.3% | $7,088-94.4% | $11,596-96.6% |