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 | $35,678 | $135,952-73.8% | $123,892-71.2% | $273,961-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.31% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,162 | $5,170-19.5% | $4,617-9.9% | $4,869-14.5% |
| Participant deferral / active EE | $3,467 | $6,343-45.3% | $5,984-42.1% | $5,287-34.4% |
| Admin fee / account holder | $3,279 | $9,817-66.6% | $8,357-60.8% | $10,132-67.6% |