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 | $45,059 | $149,679-69.9% | $117,039-61.5% | $147,584-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.00% | 19.31%-0.3pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,291 | $4,937-73.9% | $3,785-65.9% | $4,876-73.5% |
| Participant deferral / active EE | $12,354 | $4,912+151.5% | $3,929+214.4% | $5,439+127.2% |
| Admin fee / account holder | $577 | $7,856-92.7% | $5,974-90.3% | $10,885-94.7% |