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 | $21,284 | $129,942-83.6% | $104,294-79.6% | $134,475-84.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.39% | 42.03%-38.6pp | 24.61%-21.2pp | 417.96%-414.6pp |
| Employer contribution / active EE | $4,015 | $4,184-4.0% | $3,372+19.1% | $4,740-15.3% |
| Participant deferral / active EE | $2,070 | $5,588-62.9% | $4,625-55.2% | $6,400-67.6% |
| Admin fee / account holder | $5,635 | $9,323-39.6% | $7,339-23.2% | $11,426-50.7% |