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 | $58,542 | $109,881-46.7% | $150,045-61.0% | $84,808-31.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,314 | $3,561-63.1% | $4,693-72.0% | $2,631-50.1% |
| Participant deferral / active EE | $5,112 | $6,636-23.0% | $7,997-36.1% | $4,212+21.4% |
| Admin fee / account holder | $438 | $8,568-94.9% | $13,435-96.7% | $7,344-94.0% |