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 | $23,651 | $178,174-86.7% | $156,181-84.9% | $137,256-82.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.95% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,023 | $4,972-59.3% | $4,294-52.9% | $4,156-51.3% |
| Participant deferral / active EE | $2,992 | $6,888-56.6% | $6,132-51.2% | $6,407-53.3% |
| Admin fee / account holder | $909 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |