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 | $39,553 | $163,101-75.7% | $136,749-71.1% | $142,382-72.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.66% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,035 | $4,117-26.3% | $3,400-10.7% | $4,299-29.4% |
| Participant deferral / active EE | $5,647 | $5,585+1.1% | $4,692+20.4% | $6,507-13.2% |
| Admin fee / account holder | $3,742 | $14,318-73.9% | $11,386-67.1% | $12,624-70.4% |