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 | $36,638 | $232,540-84.2% | $185,117-80.2% | $147,584-75.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.25% | 43.03%-28.8pp | 40.50%-26.2pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,597 | $5,195-50.0% | $4,182-37.9% | $4,876-46.7% |
| Participant deferral / active EE | $7,762 | $5,834+33.1% | $5,045+53.9% | $5,439+42.7% |
| Admin fee / account holder | $1,127 | $10,275-89.0% | $8,159-86.2% | $10,885-89.6% |