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 | $55,716 | $106,515-47.7% | $96,683-42.4% | $139,434-60.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.87% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $5,397 | $4,103+31.5% | $3,737+44.4% | $4,751+13.6% |
| Participant deferral / active EE | $3,214 | $5,454-41.1% | $4,878-34.1% | $6,710-52.1% |
| Admin fee / account holder | $1,931 | $7,877-75.5% | $6,730-71.3% | $11,403-83.1% |