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 | $30,055 | $152,587-80.3% | $125,175-76.0% | $152,861-80.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.99% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,183 | $4,946-15.4% | $3,865+8.2% | $4,762-12.2% |
| Participant deferral / active EE | $4,044 | $5,868-31.1% | $4,937-18.1% | $5,850-30.9% |
| Admin fee / account holder | $2,034 | $13,434-84.9% | $9,702-79.0% | $11,596-82.5% |