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 | $42,611 | $105,859-59.7% | $90,160-52.7% | $147,584-71.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.87% | 37.63%-19.8pp | 34.88%-17.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $768 | $4,126-81.4% | $3,318-76.9% | $4,876-84.3% |
| Participant deferral / active EE | $32,888 | $5,733+473.6% | $5,288+522.0% | $5,439+504.7% |
| Admin fee / account holder | $403 | $8,046-95.0% | $5,943-93.2% | $10,885-96.3% |