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 | $23,367 | $115,770-79.8% | $101,248-76.9% | $158,922-85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.91% | 56.14%-45.2pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,363 | $4,175-43.4% | $3,660-35.4% | $4,761-50.4% |
| Participant deferral / active EE | $5,699 | $4,957+15.0% | $4,370+30.4% | $5,982-4.7% |
| Admin fee / account holder | $1,144 | $7,245-84.2% | $5,945-80.8% | $11,246-89.8% |