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 | $84,539 | $127,065-33.5% | $113,168-25.3% | $142,382-40.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.57% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,645 | $3,442-52.2% | $2,975-44.7% | $4,299-61.7% |
| Participant deferral / active EE | $9,786 | $5,716+71.2% | $5,107+91.6% | $6,507+50.4% |
| Admin fee / account holder | $503 | $15,736-96.8% | $12,068-95.8% | $12,624-96.0% |