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 | $59,636 | $106,515-44.0% | $96,683-38.3% | $139,434-57.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.26% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,270 | $4,103-44.7% | $3,737-39.3% | $4,751-52.2% |
| Participant deferral / active EE | $5,870 | $5,454+7.6% | $4,878+20.3% | $6,710-12.5% |
| Admin fee / account holder | $596 | $7,877-92.4% | $6,730-91.1% | $11,403-94.8% |