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 | $49,368 | $100,970-51.1% | $96,576-48.9% | $137,256-64.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.37% | 38.16%-17.8pp | 38.47%-18.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,813 | $3,809+0.1% | $3,553+7.3% | $4,156-8.3% |
| Participant deferral / active EE | $4,511 | $8,286-45.6% | $7,956-43.3% | $6,407-29.6% |
| Admin fee / account holder | $325 | $11,312-97.1% | $11,381-97.1% | $12,270-97.4% |