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 | $38,696 | $162,781-76.2% | $133,956-71.1% | $158,922-75.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.99% | 41.94%-30.9pp | 45.09%-34.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,216 | $4,975-55.5% | $3,919-43.5% | $4,761-53.5% |
| Participant deferral / active EE | $2,941 | $5,911-50.3% | $5,048-41.7% | $5,982-50.8% |
| Admin fee / account holder | $2,939 | $11,736-75.0% | $8,927-67.1% | $11,246-73.9% |