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 | $36,826 | $90,745-59.4% | $130,231-71.7% | $75,163-51.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 13.68% | 34.45%-20.8pp | 38.77%-25.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,300 | $3,314-30.6% | $4,126-44.3% | $2,670-13.9% |
| Participant deferral / active EE | $5,908 | $5,362+10.2% | $6,799-13.1% | $4,125+43.2% |
| Admin fee / account holder | $1,026 | $6,331-83.8% | $6,020-83.0% | $5,651-81.8% |