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 | $31,224 | $99,918-68.7% | $81,382-61.6% | $145,922-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.82% | 34.32%-23.5pp | 24.73%-13.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,058 | $2,978-64.5% | $2,463-57.1% | $4,660-77.3% |
| Participant deferral / active EE | $1,866 | $4,605-59.5% | $3,883-51.9% | $6,688-72.1% |
| Admin fee / account holder | $5,058 | $8,212-38.4% | $5,768-12.3% | $13,397-62.2% |