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 | $51,278 | $214,378-76.1% | $200,582-74.4% | $142,382-64.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,018 | $6,841-55.9% | $6,419-53.0% | $4,299-29.8% |
| Participant deferral / active EE | $10,756 | $9,865+9.0% | $9,331+15.3% | $6,507+65.3% |
| Admin fee / account holder | $628 | $17,692-96.5% | $16,305-96.1% | $12,624-95.0% |