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 | $42,109 | $112,881-62.7% | $90,951-53.7% | $158,922-73.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.86% | 215.79%-193.9pp | 134.60%-112.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,953 | $2,893+2.1% | $2,122+39.2% | $4,761-38.0% |
| Participant deferral / active EE | $2,313 | $4,128-44.0% | $3,373-31.4% | $5,982-61.3% |
| Admin fee / account holder | $457 | $8,041-94.3% | $5,959-92.3% | $11,246-95.9% |