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 | $70,894 | $105,931-33.1% | $81,930-13.5% | $158,922-55.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.84% | 38.17%-25.3pp | 29.49%-16.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,487 | $7,800-80.9% | $4,310-65.5% | $4,761-68.8% |
| Participant deferral / active EE | $1,690 | $13,003-87.0% | $7,107-76.2% | $5,982-71.7% |
| Admin fee / account holder | $514 | $8,489-93.9% | $5,158-90.0% | $11,246-95.4% |