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 | $93,028 | $149,734-37.9% | $118,925-21.8% | $158,922-41.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.39% | 19.95%-12.6pp | 35.88%-28.5pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,743 | $4,115-57.7% | $3,263-46.6% | $4,761-63.4% |
| Participant deferral / active EE | $3,557 | $5,223-31.9% | $4,265-16.6% | $5,982-40.5% |
| Admin fee / account holder | $1,705 | $8,603-80.2% | $6,581-74.1% | $11,246-84.8% |