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 | $42,108 | $118,450-64.5% | $98,439-57.2% | $139,434-69.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.55% | 18.94%-3.4pp | 21.16%-5.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,159 | $3,609-67.9% | $3,048-62.0% | $4,751-75.6% |
| Participant deferral / active EE | $1,763 | $5,392-67.3% | $4,738-62.8% | $6,710-73.7% |
| Admin fee / account holder | $4,757 | $14,026-66.1% | $8,948-46.8% | $11,403-58.3% |