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 | $48,142 | $103,966-53.7% | $112,887-57.4% | $75,163-36.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.32% | 24.54%-8.2pp | 34.10%-17.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,194 | $3,870-17.5% | $4,563-30.0% | $2,670+19.6% |
| Participant deferral / active EE | $3,692 | $5,456-32.3% | $6,513-43.3% | $4,125-10.5% |
| Admin fee / account holder | $429 | $7,663-94.4% | $7,047-93.9% | $5,651-92.4% |