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 | $75,743 | $114,381-33.8% | $107,525-29.6% | $142,382-46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.45% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,929 | $4,015-52.0% | $3,754-48.6% | $4,299-55.1% |
| Participant deferral / active EE | $9,759 | $5,564+75.4% | $5,116+90.8% | $6,507+50.0% |
| Admin fee / account holder | $579 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |