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 | $29,124 | $149,679-80.5% | $117,039-75.1% | $147,584-80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.69% | 19.31%-2.6pp | 18.95%-2.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,780 | $4,937-43.7% | $3,785-26.5% | $4,876-43.0% |
| Participant deferral / active EE | $4,136 | $4,912-15.8% | $3,929+5.3% | $5,439-23.9% |
| Admin fee / account holder | $19,600 | $7,856+149.5% | $5,974+228.1% | $10,885+80.1% |