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 | $39,034 | $106,515-63.4% | $96,683-59.6% | $139,434-72.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $9,172 | $4,103+123.6% | $3,737+145.5% | $4,751+93.1% |
| Participant deferral / active EE | $1,495 | $5,454-72.6% | $4,878-69.3% | $6,710-77.7% |
| Admin fee / account holder | $533 | $7,877-93.2% | $6,730-92.1% | $11,403-95.3% |