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 | $47,421 | $149,679-68.3% | $117,039-59.5% | $147,584-67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.90% | 19.31%-8.4pp | 18.95%-8.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,639 | $4,937-6.0% | $3,785+22.6% | $4,876-4.9% |
| Participant deferral / active EE | $1,522 | $4,912-69.0% | $3,929-61.3% | $5,439-72.0% |
| Admin fee / account holder | $833 | $7,856-89.4% | $5,974-86.1% | $10,885-92.3% |