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 | $42,987 | $106,515-59.6% | $96,683-55.5% | $139,434-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.96% | 38.43%-24.5pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $14,285 | $4,103+248.2% | $3,737+282.3% | $4,751+200.7% |
| Participant deferral / active EE | $7,656 | $5,454+40.4% | $4,878+56.9% | $6,710+14.1% |
| Admin fee / account holder | $710 | $7,877-91.0% | $6,730-89.4% | $11,403-93.8% |