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 | $29,204 | $81,248-64.1% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.90% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,649 | $3,100-46.8% | $4,672-64.7% | $2,755-40.1% |
| Participant deferral / active EE | $4,501 | $3,452+30.4% | $5,626-20.0% | $4,296+4.8% |
| Admin fee / account holder | $811 | $7,997-89.9% | $15,912-94.9% | $6,918-88.3% |