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 | $65,544 | $106,515-38.5% | $96,683-32.2% | $139,434-53.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.44% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,761 | $4,103-32.7% | $3,737-26.1% | $4,751-41.9% |
| Participant deferral / active EE | $6,000 | $5,454+10.0% | $4,878+23.0% | $6,710-10.6% |
| Admin fee / account holder | $557 | $7,877-92.9% | $6,730-91.7% | $11,403-95.1% |