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 | $41,095 | $165,335-75.1% | $149,696-72.5% | $158,922-74.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.20% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,041 | $5,103-60.0% | $4,644-56.0% | $4,761-57.1% |
| Participant deferral / active EE | $2,669 | $7,181-62.8% | $6,842-61.0% | $5,982-55.4% |
| Admin fee / account holder | $2,591 | $10,807-76.0% | $9,309-72.2% | $11,246-77.0% |