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 | $32,900 | $116,175-71.7% | $93,606-64.9% | $152,861-78.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.87% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,438 | $3,218+6.8% | $2,718+26.5% | $4,762-27.8% |
| Participant deferral / active EE | $5,027 | $4,603+9.2% | $4,069+23.6% | $5,850-14.1% |
| Admin fee / account holder | $511 | $10,748-95.2% | $7,888-93.5% | $11,596-95.6% |