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 | $76,411 | $157,256-51.4% | $141,162-45.9% | $152,861-50.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.68% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,363 | $5,261-36.1% | $4,735-29.0% | $4,762-29.4% |
| Participant deferral / active EE | $8,108 | $7,109+14.0% | $6,709+20.9% | $5,850+38.6% |
| Admin fee / account holder | $4,204 | $12,120-65.3% | $10,261-59.0% | $11,596-63.7% |