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 | $39,770 | $93,571-57.5% | $135,903-70.7% | $75,163-47.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.88% | 30.90%-9.0pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,829 | $3,537-20.0% | $4,856-41.7% | $2,670+6.0% |
| Participant deferral / active EE | $3,717 | $6,404-42.0% | $7,758-52.1% | $4,125-9.9% |
| Admin fee / account holder | $817 | $6,975-88.3% | $10,762-92.4% | $5,651-85.5% |