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 | $34,025 | $165,912-79.5% | $122,332-72.2% | $147,584-76.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.31% | 34.55%-18.2pp | 30.27%-14.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,283 | $5,754-77.7% | $4,050-68.3% | $4,876-73.7% |
| Participant deferral / active EE | $2,607 | $4,005-34.9% | $3,287-20.7% | $5,439-52.1% |
| Admin fee / account holder | $813 | $7,424-89.1% | $5,478-85.2% | $10,885-92.5% |