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 | $43,031 | $105,931-59.4% | $81,930-47.5% | $158,922-72.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 21.68% | 38.17%-16.5pp | 29.49%-7.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,850 | $7,800-50.6% | $4,310-10.7% | $4,761-19.1% |
| Participant deferral / active EE | $11,149 | $13,003-14.3% | $7,107+56.9% | $5,982+86.4% |
| Admin fee / account holder | $1,868 | $8,489-78.0% | $5,158-63.8% | $11,246-83.4% |