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 | $37,085 | $117,983-68.6% | $101,794-63.6% | $142,382-74.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.98% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,268 | $2,773-18.2% | $2,289-0.9% | $4,299-47.2% |
| Participant deferral / active EE | $4,107 | $4,714-12.9% | $4,084+0.6% | $6,507-36.9% |
| Admin fee / account holder | $950 | $10,433-90.9% | $8,777-89.2% | $12,624-92.5% |