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 | $37,379 | $112,881-66.9% | $90,951-58.9% | $158,922-76.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.37% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,676 | $2,893-7.5% | $2,122+26.1% | $4,761-43.8% |
| Participant deferral / active EE | $5,076 | $4,128+23.0% | $3,373+50.5% | $5,982-15.1% |
| Admin fee / account holder | $1,598 | $8,041-80.1% | $5,959-73.2% | $11,246-85.8% |