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 | $43,360 | $115,770-62.5% | $101,248-57.2% | $158,922-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.27% | 56.14%-26.9pp | 46.47%-17.2pp | 302.83%-273.6pp |
| Employer contribution / active EE | $4,746 | $4,175+13.7% | $3,660+29.7% | $4,761-0.3% |
| Participant deferral / active EE | $6,596 | $4,957+33.1% | $4,370+50.9% | $5,982+10.3% |
| Admin fee / account holder | $461 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |