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 | $41,491 | $110,257-62.4% | $96,544-57.0% | $139,434-70.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.44% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,361 | $3,620-34.8% | $2,965-20.4% | $4,751-50.3% |
| Participant deferral / active EE | $5,304 | $5,548-4.4% | $4,851+9.3% | $6,710-21.0% |
| Admin fee / account holder | $4,727 | $11,591-59.2% | $8,252-42.7% | $11,403-58.5% |