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 | $31,112 | $115,770-73.1% | $101,248-69.3% | $158,922-80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.29% | 56.14%-28.8pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,977 | $4,175-28.7% | $3,660-18.6% | $4,761-37.5% |
| Participant deferral / active EE | $2,965 | $4,957-40.2% | $4,370-32.1% | $5,982-50.4% |
| Admin fee / account holder | $1,001 | $7,245-86.2% | $5,945-83.2% | $11,246-91.1% |