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 | $32,942 | $48,076-31.5% | $78,689-58.1% | $62,891-47.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.86% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,625 | $2,015+30.3% | $2,851-7.9% | $2,281+15.1% |
| Participant deferral / active EE | $3,843 | $2,588+48.5% | $3,517+9.3% | $3,203+20.0% |
| Admin fee / account holder | $368 | $3,207-88.5% | $4,510-91.8% | $4,296-91.4% |