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 | $81,827 | $201,272-59.3% | $184,203-55.6% | $145,922-43.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,789 | $7,022-46.0% | $6,427-41.0% | $4,660-18.7% |
| Participant deferral / active EE | $4,870 | $9,806-50.3% | $9,131-46.7% | $6,688-27.2% |
| Admin fee / account holder | $677 | $16,364-95.9% | $13,901-95.1% | $13,397-94.9% |