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 | $38,085 | $96,965-60.7% | $97,995-61.1% | $147,584-74.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 13.35% | 24.11%-10.8pp | 23.94%-10.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,838 | $4,536-59.5% | $4,158-55.8% | $4,876-62.3% |
| Participant deferral / active EE | $2,756 | $5,081-45.8% | $5,097-45.9% | $5,439-49.3% |
| Admin fee / account holder | $857 | $8,120-89.4% | $5,943-85.6% | $10,885-92.1% |