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 | $44,599 | $93,571-52.3% | $135,903-67.2% | $75,163-40.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.64% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,382 | $3,537-60.9% | $4,856-71.5% | $2,670-48.2% |
| Participant deferral / active EE | $6,217 | $6,404-2.9% | $7,758-19.9% | $4,125+50.7% |
| Admin fee / account holder | $960 | $6,975-86.2% | $10,762-91.1% | $5,651-83.0% |