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 | $46,619 | $106,515-56.2% | $96,683-51.8% | $139,434-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.05% | 38.43%-23.4pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $896 | $4,103-78.2% | $3,737-76.0% | $4,751-81.1% |
| Participant deferral / active EE | $2,313 | $5,454-57.6% | $4,878-52.6% | $6,710-65.5% |
| Admin fee / account holder | $6,942 | $7,877-11.9% | $6,730+3.2% | $11,403-39.1% |