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 | $43,897 | $114,381-61.6% | $107,525-59.2% | $142,382-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,201 | $4,015-20.3% | $3,754-14.7% | $4,299-25.5% |
| Participant deferral / active EE | $5,893 | $5,564+5.9% | $5,116+15.2% | $6,507-9.4% |
| Admin fee / account holder | $2,518 | $9,860-74.5% | $8,919-71.8% | $12,624-80.1% |