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 | $37,137 | $104,251-64.4% | $91,001-59.2% | $147,584-74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 27.06%-8.2pp | 4.60%+14.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,756 | $3,116-43.6% | $2,456-28.5% | $4,876-64.0% |
| Participant deferral / active EE | $3,850 | $4,195-8.2% | $3,547+8.5% | $5,439-29.2% |
| Admin fee / account holder | $606 | $8,948-93.2% | $5,417-88.8% | $10,885-94.4% |