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 | $35,239 | $77,419-54.5% | $69,455-49.3% | $152,861-76.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.14% | 39.06%-16.9pp | 28.97%-6.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,594 | $3,315-51.9% | $2,779-42.6% | $4,762-66.5% |
| Participant deferral / active EE | $1,515 | $4,414-65.7% | $3,535-57.2% | $5,850-74.1% |
| Admin fee / account holder | $1,238 | $6,207-80.0% | $3,839-67.7% | $11,596-89.3% |