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 | $68,188 | $106,515-36.0% | $96,683-29.5% | $139,434-51.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.01% | 38.43%-9.4pp | 35.69%-6.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $4,733 | $4,103+15.4% | $3,737+26.7% | $4,751-0.4% |
| Participant deferral / active EE | $3,276 | $5,454-39.9% | $4,878-32.8% | $6,710-51.2% |
| Admin fee / account holder | $366 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |