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 | $33,685 | $95,266-64.6% | $82,389-59.1% | $142,382-76.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.20% | 25.74%-6.5pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,087 | $2,991-63.7% | $2,517-56.8% | $4,299-74.7% |
| Participant deferral / active EE | $5,749 | $4,809+19.5% | $4,155+38.4% | $6,507-11.7% |
| Admin fee / account holder | $1,190 | $8,563-86.1% | $7,231-83.5% | $12,624-90.6% |