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 | $25,240 | $135,952-81.4% | $123,892-79.6% | $273,961-90.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 39.00% | 56.63%-17.6pp | 47.52%-8.5pp | 41.45%-2.5pp |
| Employer contribution / active EE | $2,328 | $5,170-55.0% | $4,617-49.6% | $4,869-52.2% |
| Participant deferral / active EE | $15,903 | $6,343+150.7% | $5,984+165.8% | $5,287+200.8% |
| Admin fee / account holder | $399 | $9,817-95.9% | $8,357-95.2% | $10,132-96.1% |