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 | $30,810 | $157,256-80.4% | $141,162-78.2% | $152,861-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.66% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,940 | $5,261-44.1% | $4,735-37.9% | $4,762-38.3% |
| Participant deferral / active EE | $6,033 | $7,109-15.1% | $6,709-10.1% | $5,850+3.1% |
| Admin fee / account holder | $26,940 | $12,120+122.3% | $10,261+162.5% | $11,596+132.3% |