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 | $79,589 | $112,881-29.5% | $90,951-12.5% | $158,922-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.47% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,417 | $2,893-51.0% | $2,122-33.2% | $4,761-70.2% |
| Participant deferral / active EE | $5,178 | $4,128+25.4% | $3,373+53.5% | $5,982-13.4% |
| Admin fee / account holder | $982 | $8,041-87.8% | $5,959-83.5% | $11,246-91.3% |