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 | $40,005 | $111,535-64.1% | $105,223-62.0% | $137,256-70.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.81% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,565 | $3,939-34.9% | $3,689-30.5% | $4,156-38.3% |
| Participant deferral / active EE | $5,635 | $5,500+2.5% | $5,072+11.1% | $6,407-12.0% |
| Admin fee / account holder | $567 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |