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 | $16,972 | $107,334-84.2% | $92,893-81.7% | $152,861-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 41.70% | 145.58%-103.9pp | 109.41%-67.7pp | 345.32%-303.6pp |
| Employer contribution / active EE | $1,885 | $4,221-55.3% | $3,653-48.4% | $4,762-60.4% |
| Participant deferral / active EE | $2,542 | $4,845-47.5% | $4,236-40.0% | $5,850-56.5% |
| Admin fee / account holder | $1,028 | $7,079-85.5% | $5,794-82.3% | $11,596-91.1% |