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 | $34,232 | $165,335-79.3% | $149,696-77.1% | $158,922-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 60.23% | 348.15%-287.9pp | 276.60%-216.4pp | 302.83%-242.6pp |
| Employer contribution / active EE | $1,757 | $5,103-65.6% | $4,644-62.2% | $4,761-63.1% |
| Participant deferral / active EE | $4,575 | $7,181-36.3% | $6,842-33.1% | $5,982-23.5% |
| Admin fee / account holder | $1,827 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |