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 | $44,499 | $99,652-55.3% | $78,778-43.5% | $147,584-69.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.38% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,253 | $2,796-55.2% | $1,986-36.9% | $4,876-74.3% |
| Participant deferral / active EE | $2,698 | $3,664-26.4% | $2,958-8.8% | $5,439-50.4% |
| Admin fee / account holder | $931 | $7,155-87.0% | $5,134-81.9% | $10,885-91.4% |