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 | $32,208 | $106,515-69.8% | $96,683-66.7% | $139,434-76.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.36% | 38.43%-24.1pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $5,042 | $4,103+22.9% | $3,737+34.9% | $4,751+6.1% |
| Participant deferral / active EE | $1,417 | $5,454-74.0% | $4,878-70.9% | $6,710-78.9% |
| Admin fee / account holder | $11,398 | $7,877+44.7% | $6,730+69.4% | $11,4030% |