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 | $43,739 | $162,781-73.1% | $133,956-67.3% | $158,922-72.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.22% | 41.94%-18.7pp | 45.09%-21.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $4,864 | $4,975-2.2% | $3,919+24.1% | $4,761+2.2% |
| Participant deferral / active EE | $3,256 | $5,911-44.9% | $5,048-35.5% | $5,982-45.6% |
| Admin fee / account holder | $817 | $11,736-93.0% | $8,927-90.9% | $11,246-92.7% |