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 | $36,375 | $183,592-80.2% | $155,567-76.6% | $145,959-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.35% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,250 | $5,315-57.7% | $4,674-51.9% | $4,661-51.7% |
| Participant deferral / active EE | $4,429 | $6,464-31.5% | $5,628-21.3% | $6,689-33.8% |
| Admin fee / account holder | $503 | $19,318-97.4% | $15,916-96.8% | $13,398-96.2% |