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 | $35,743 | $118,450-69.8% | $98,439-63.7% | $139,434-74.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 18.94%-7.6pp | 21.16%-9.8pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,077 | $3,609-70.2% | $3,048-64.7% | $4,751-77.3% |
| Participant deferral / active EE | $3,410 | $5,392-36.8% | $4,738-28.0% | $6,710-49.2% |
| Admin fee / account holder | $776 | $14,026-94.5% | $8,948-91.3% | $11,403-93.2% |