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 | $36,095 | $121,625-70.3% | $104,607-65.5% | $158,922-77.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.84% | 465.26%-450.4pp | 340.46%-325.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,065 | $3,163-34.7% | $2,681-23.0% | $4,761-56.6% |
| Participant deferral / active EE | $4,271 | $4,177+2.2% | $3,740+14.2% | $5,982-28.6% |
| Admin fee / account holder | $1,267 | $7,787-83.7% | $6,473-80.4% | $11,246-88.7% |