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 3-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 | $35,820 | $117,859-69.6% | $102,438-65.0% | $145,959-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.72%-21.3pp | 29.37%-19.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,475 | $3,615-31.5% | $3,024-18.2% | $4,661-46.9% |
| Participant deferral / active EE | $6,291 | $5,732+9.8% | $5,054+24.5% | $6,689-5.9% |
| Admin fee / account holder | $2,594 | $13,318-80.5% | $9,448-72.5% | $13,398-80.6% |