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 | $18,758 | $105,859-82.3% | $90,160-79.2% | $147,584-87.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.62% | 37.63%-18.0pp | 34.88%-15.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,106 | $4,126-49.0% | $3,318-36.5% | $4,876-56.8% |
| Participant deferral / active EE | $5,002 | $5,733-12.8% | $5,288-5.4% | $5,439-8.0% |
| Admin fee / account holder | $333 | $8,046-95.9% | $5,943-94.4% | $10,885-96.9% |