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 | $29,917 | $106,515-71.9% | $96,683-69.1% | $139,434-78.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.12% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $5,030 | $4,103+22.6% | $3,737+34.6% | $4,751+5.9% |
| Participant deferral / active EE | $2,117 | $5,454-61.2% | $4,878-56.6% | $6,710-68.4% |
| Admin fee / account holder | $1,860 | $7,877-76.4% | $6,730-72.4% | $11,403-83.7% |