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 | $44,481 | $127,264-65.0% | $109,895-59.5% | $167,490-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.74% | 22.97%-9.2pp | 29.45%-15.7pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,084 | $3,322-37.3% | $2,842-26.7% | $4,837-56.9% |
| Participant deferral / active EE | $2,709 | $4,514-40.0% | $4,048-33.1% | $6,341-57.3% |
| Admin fee / account holder | $915 | $7,114-87.1% | $6,066-84.9% | $12,309-92.6% |