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 | $57,723 | $201,272-71.3% | $184,203-68.7% | $145,922-60.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,678 | $7,022-61.9% | $6,427-58.3% | $4,660-42.5% |
| Participant deferral / active EE | $4,628 | $9,806-52.8% | $9,131-49.3% | $6,688-30.8% |
| Admin fee / account holder | $447 | $16,364-97.3% | $13,901-96.8% | $13,397-96.7% |