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 | $33,674 | $165,912-79.7% | $122,332-72.5% | $147,584-77.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.20% | 34.55%-22.4pp | 30.27%-18.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,255 | $5,754-60.8% | $4,050-44.3% | $4,876-53.8% |
| Participant deferral / active EE | $4,898 | $4,005+22.3% | $3,287+49.0% | $5,439-9.9% |
| Admin fee / account holder | $903 | $7,424-87.8% | $5,478-83.5% | $10,885-91.7% |