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 | $44,208 | $118,450-62.7% | $98,439-55.1% | $139,434-68.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 18.94%-8.4pp | 21.16%-10.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,088 | $3,609-42.2% | $3,048-31.5% | $4,751-56.1% |
| Participant deferral / active EE | $3,825 | $5,392-29.1% | $4,738-19.3% | $6,710-43.0% |
| Admin fee / account holder | $334 | $14,026-97.6% | $8,948-96.3% | $11,403-97.1% |