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 | $37,252 | $162,781-77.1% | $133,956-72.2% | $158,922-76.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.38% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,923 | $4,975-61.4% | $3,919-50.9% | $4,761-59.6% |
| Participant deferral / active EE | $4,859 | $5,911-17.8% | $5,048-3.7% | $5,982-18.8% |
| Admin fee / account holder | $598 | $11,736-94.9% | $8,927-93.3% | $11,246-94.7% |