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 | $23,114 | $157,256-85.3% | $141,162-83.6% | $152,861-84.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.20% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,155 | $5,261-40.0% | $4,735-33.4% | $4,762-33.8% |
| Participant deferral / active EE | $6,612 | $7,109-7.0% | $6,709-1.4% | $5,850+13.0% |
| Admin fee / account holder | $820 | $12,120-93.2% | $10,261-92.0% | $11,596-92.9% |