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 | $40,015 | $55,706-28.2% | $75,886-47.3% | $72,985-45.2% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.3%+27.1pp | 69.5%+26.9pp |
| Annual return | 18.42% | 27.59%-9.2pp | 30.76%-12.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $5,930 | $1,687+251.6% | $2,500+137.2% | $2,440+143.0% |
| Participant deferral / active EE | $2,967 | $2,634+12.7% | $3,603-17.6% | $3,607-17.7% |
| Admin fee / account holder | $367 | $3,978-90.8% | $5,418-93.2% | $5,124-92.8% |