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 | $43,583 | $108,172-59.7% | $77,482-43.8% | $158,922-72.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.33% | 31.67%-17.3pp | 54.79%-40.5pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,176 | $1,325-11.2% | $986+19.3% | $4,761-75.3% |
| Participant deferral / active EE | $2,591 | $2,456+5.5% | $1,861+39.2% | $5,982-56.7% |
| Admin fee / account holder | $2,283 | $3,708-38.4% | $2,858-20.1% | $11,246-79.7% |