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 | $41,682 | $96,484-56.8% | $75,886-45.1% | $152,861-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.23% | 33.98%-7.8pp | 30.76%-4.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $6,993 | $3,309+111.3% | $2,500+179.7% | $4,762+46.8% |
| Participant deferral / active EE | $3,930 | $4,553-13.7% | $3,603+9.1% | $5,850-32.8% |
| Admin fee / account holder | $4,535 | $8,078-43.9% | $5,418-16.3% | $11,596-60.9% |