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 | $45,364 | $111,754-59.4% | $103,333-56.1% | $145,922-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,931 | $4,212-30.4% | $3,868-24.2% | $4,660-37.1% |
| Participant deferral / active EE | $4,936 | $5,619-12.2% | $5,057-2.4% | $6,688-26.2% |
| Admin fee / account holder | $2,581 | $9,750-73.5% | $8,355-69.1% | $13,397-80.7% |