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 | $23,546 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.31% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,718 | $3,444-21.1% | $4,554-40.3% | $2,551+6.5% |
| Participant deferral / active EE | $6,464 | $6,519-0.8% | $7,897-18.1% | $4,139+56.2% |
| Admin fee / account holder | $529 | $8,390-93.7% | $13,129-96.0% | $7,234-92.7% |