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 | $42,735 | $102,828-58.4% | $105,387-59.4% | $152,861-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.26% | 20.85%+3.4pp | 26.82%-2.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,295 | $4,473-4.0% | $4,213+1.9% | $4,762-9.8% |
| Participant deferral / active EE | $4,698 | $5,465-14.0% | $5,502-14.6% | $5,850-19.7% |
| Admin fee / account holder | $411 | $8,683-95.3% | $6,559-93.7% | $11,596-96.5% |