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 | $37,961 | $115,770-67.2% | $101,248-62.5% | $158,922-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.94% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,276 | $4,175-21.5% | $3,660-10.5% | $4,761-31.2% |
| Participant deferral / active EE | $6,656 | $4,957+34.3% | $4,370+52.3% | $5,982+11.3% |
| Admin fee / account holder | $1,058 | $7,245-85.4% | $5,945-82.2% | $11,246-90.6% |