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 | $58,647 | $162,781-64.0% | $133,956-56.2% | $158,922-63.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.20% | 41.94%-32.7pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,032 | $4,975-59.2% | $3,919-48.1% | $4,761-57.3% |
| Participant deferral / active EE | $4,231 | $5,911-28.4% | $5,048-16.2% | $5,982-29.3% |
| Admin fee / account holder | $981 | $11,736-91.6% | $8,927-89.0% | $11,246-91.3% |