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 | $34,433 | $112,881-69.5% | $90,951-62.1% | $158,922-78.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.01% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $5,977 | $2,893+106.6% | $2,122+181.7% | $4,761+25.5% |
| Participant deferral / active EE | $4,468 | $4,128+8.2% | $3,373+32.5% | $5,982-25.3% |
| Admin fee / account holder | $1,078 | $8,041-86.6% | $5,959-81.9% | $11,246-90.4% |