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 | $32,148 | $100,901-68.1% | $75,670-57.5% | $147,584-78.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.93% | 35.78%-15.9pp | 27.34%-7.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,925 | $3,253-10.1% | $2,352+24.4% | $4,876-40.0% |
| Participant deferral / active EE | $3,280 | $4,027-18.6% | $3,142+4.4% | $5,439-39.7% |
| Admin fee / account holder | $480 | $11,285-95.7% | $5,800-91.7% | $10,885-95.6% |