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 | $51,737 | $117,983-56.1% | $101,794-49.2% | $142,382-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 31.20% | 36.92%-5.7pp | 30.53%+0.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,469 | $2,773-47.0% | $2,289-35.8% | $4,299-65.8% |
| Participant deferral / active EE | $1,699 | $4,714-64.0% | $4,084-58.4% | $6,507-73.9% |
| Admin fee / account holder | $448 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |