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 | $39,027 | $87,166-55.2% | $76,735-49.1% | $137,256-71.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 26.66% | 26.50%+0.2pp | 29.77%-3.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,569 | $2,904-46.0% | $2,454-36.1% | $4,156-62.2% |
| Participant deferral / active EE | $4,708 | $4,726-0.4% | $4,088+15.2% | $6,407-26.5% |
| Admin fee / account holder | $7,211 | $8,403-14.2% | $7,189+0.3% | $12,270-41.2% |