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 | $20,677 | $105,931-80.5% | $81,930-74.8% | $158,922-87.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.34% | 38.17%-14.8pp | 29.49%-6.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,807 | $7,800-76.8% | $4,310-58.1% | $4,761-62.1% |
| Participant deferral / active EE | $1,472 | $13,003-88.7% | $7,107-79.3% | $5,982-75.4% |
| Admin fee / account holder | $1,241 | $8,489-85.4% | $5,158-75.9% | $11,246-89.0% |