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 | $24,535 | $77,419-68.3% | $69,455-64.7% | $152,861-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.23% | 39.06%-15.8pp | 28.97%-5.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,930 | $3,315-41.8% | $2,779-30.5% | $4,762-59.5% |
| Participant deferral / active EE | $2,066 | $4,414-53.2% | $3,535-41.6% | $5,850-64.7% |
| Admin fee / account holder | $1,501 | $6,207-75.8% | $3,839-60.9% | $11,596-87.1% |