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 | $30,566 | $99,652-69.3% | $78,778-61.2% | $147,584-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.82% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,359 | $2,796-51.4% | $1,986-31.5% | $4,876-72.1% |
| Participant deferral / active EE | $3,183 | $3,664-13.1% | $2,958+7.6% | $5,439-41.5% |
| Admin fee / account holder | $366 | $7,155-94.9% | $5,134-92.9% | $10,885-96.6% |