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 | $42,965 | $149,734-71.3% | $118,925-63.9% | $158,922-73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.36% | 19.95%-8.6pp | 35.88%-24.5pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,101 | $4,115-48.9% | $3,263-35.6% | $4,761-55.9% |
| Participant deferral / active EE | $2,234 | $5,223-57.2% | $4,265-47.6% | $5,982-62.7% |
| Admin fee / account holder | $625 | $8,603-92.7% | $6,581-90.5% | $11,246-94.4% |