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 | $61,721 | $96,965-36.3% | $97,995-37.0% | $147,584-58.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.66% | 24.11%-6.4pp | 23.94%-6.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,006 | $4,536-11.7% | $4,158-3.7% | $4,876-17.9% |
| Participant deferral / active EE | $3,984 | $5,081-21.6% | $5,097-21.8% | $5,439-26.8% |
| Admin fee / account holder | $635 | $8,120-92.2% | $5,943-89.3% | $10,885-94.2% |