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 | $42,588 | $115,882-63.2% | $100,516-57.6% | $158,922-73.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.25% | 34.79%-22.5pp | 30.89%-18.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,837 | $4,103-6.5% | $3,418+12.3% | $4,761-19.4% |
| Participant deferral / active EE | $4,280 | $6,674-35.9% | $6,270-31.7% | $5,982-28.5% |
| Admin fee / account holder | $801 | $10,995-92.7% | $8,081-90.1% | $11,246-92.9% |