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 | $49,764 | $117,841-57.8% | $102,423-51.4% | $145,922-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.22% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,145 | $3,615-13.0% | $3,023+4.0% | $4,660-32.5% |
| Participant deferral / active EE | $3,786 | $5,731-33.9% | $5,053-25.1% | $6,688-43.4% |
| Admin fee / account holder | $747 | $13,326-94.4% | $9,451-92.1% | $13,397-94.4% |