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 | $61,081 | $162,781-62.5% | $133,956-54.4% | $158,922-61.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.41% | 41.94%-19.5pp | 45.09%-22.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,501 | $4,975-49.7% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $6,489 | $5,911+9.8% | $5,048+28.6% | $5,982+8.5% |
| Admin fee / account holder | $772 | $11,736-93.4% | $8,927-91.4% | $11,246-93.1% |