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 | $43,975 | $117,859-62.7% | $102,438-57.1% | $145,959-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.01% | 31.72%-13.7pp | 29.37%-11.4pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,198 | $3,615-39.2% | $3,024-27.3% | $4,661-52.9% |
| Participant deferral / active EE | $4,859 | $5,732-15.2% | $5,054-3.9% | $6,689-27.4% |
| Admin fee / account holder | $7,452 | $13,318-44.0% | $9,448-21.1% | $13,398-44.4% |