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 | $53,438 | $106,515-49.8% | $96,683-44.7% | $139,434-61.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,660 | $4,103-59.5% | $3,737-55.6% | $4,751-65.0% |
| Participant deferral / active EE | $3,704 | $5,454-32.1% | $4,878-24.1% | $6,710-44.8% |
| Admin fee / account holder | $702 | $7,877-91.1% | $6,730-89.6% | $11,403-93.8% |