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 | $42,375 | $117,841-64.0% | $102,423-58.6% | $145,922-71.0% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 13.56% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,417 | $3,615-5.5% | $3,023+13.0% | $4,660-26.7% |
| Participant deferral / active EE | $2,182 | $5,731-61.9% | $5,053-56.8% | $6,688-67.4% |
| Admin fee / account holder | $570 | $13,326-95.7% | $9,451-94.0% | $13,397-95.7% |