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 | $26,768 | $102,616-73.9% | $81,983-67.3% | $158,922-83.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.54% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,608 | $3,240-19.5% | $2,498+4.4% | $4,761-45.2% |
| Participant deferral / active EE | $2,997 | $4,648-35.5% | $3,722-19.5% | $5,982-49.9% |
| Admin fee / account holder | $441 | $8,235-94.6% | $5,664-92.2% | $11,246-96.1% |