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 | $72,708 | $157,256-53.8% | $141,162-48.5% | $152,861-52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.46% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,085 | $5,261-22.4% | $4,735-13.7% | $4,762-14.2% |
| Participant deferral / active EE | $10,706 | $7,109+50.6% | $6,709+59.6% | $5,850+83.0% |
| Admin fee / account holder | $518 | $12,120-95.7% | $10,261-95.0% | $11,596-95.5% |