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 | $61,495 | $117,983-47.9% | $101,794-39.6% | $142,382-56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.38% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,206 | $2,773-56.5% | $2,289-47.3% | $4,299-71.9% |
| Participant deferral / active EE | $6,890 | $4,714+46.2% | $4,084+68.7% | $6,507+5.9% |
| Admin fee / account holder | $913 | $10,433-91.3% | $8,777-89.6% | $12,624-92.8% |