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 | $34,117 | $107,334-68.2% | $92,893-63.3% | $152,861-77.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.60% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,798 | $4,221-57.4% | $3,653-50.8% | $4,762-62.3% |
| Participant deferral / active EE | $5,245 | $4,845+8.3% | $4,236+23.8% | $5,850-10.3% |
| Admin fee / account holder | $4,899 | $7,079-30.8% | $5,794-15.5% | $11,596-57.8% |