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 | $49,447 | $140,940-64.9% | $112,229-55.9% | $139,434-64.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.05% | 32.71%-16.7pp | 30.20%-14.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,860 | $4,283-56.6% | $3,430-45.8% | $4,751-60.9% |
| Participant deferral / active EE | $1,724 | $5,874-70.6% | $4,798-64.1% | $6,710-74.3% |
| Admin fee / account holder | $2,077 | $9,954-79.1% | $7,748-73.2% | $11,403-81.8% |