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 | $72,658 | $232,540-68.8% | $185,117-60.8% | $147,584-50.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.91% | 43.03%-26.1pp | 40.50%-23.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,259 | $5,195-18.0% | $4,182+1.8% | $4,876-12.7% |
| Participant deferral / active EE | $5,524 | $5,834-5.3% | $5,045+9.5% | $5,439+1.6% |
| Admin fee / account holder | $422 | $10,275-95.9% | $8,159-94.8% | $10,885-96.1% |