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 | $31,401 | $121,625-74.2% | $104,607-70.0% | $158,922-80.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.94% | 465.26%-443.3pp | 340.46%-318.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $8,128 | $3,163+157.0% | $2,681+203.2% | $4,761+70.7% |
| Participant deferral / active EE | $2,379 | $4,177-43.1% | $3,740-36.4% | $5,982-60.2% |
| Admin fee / account holder | $856 | $7,787-89.0% | $6,473-86.8% | $11,246-92.4% |