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 | $28,554 | $77,419-63.1% | $69,455-58.9% | $152,861-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.78% | 39.06%-17.3pp | 28.97%-7.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,055 | $3,315-68.2% | $2,779-62.0% | $4,762-77.9% |
| Participant deferral / active EE | $6,436 | $4,414+45.8% | $3,535+82.0% | $5,850+10.0% |
| Admin fee / account holder | $1,211 | $6,207-80.5% | $3,839-68.5% | $11,596-89.6% |