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 | $29,576 | $127,264-76.8% | $109,895-73.1% | $167,490-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 26.87% | 22.97%+3.9pp | 29.45%-2.6pp | 478.56%-451.7pp |
| Employer contribution / active EE | $3,919 | $3,322+18.0% | $2,842+37.9% | $4,837-19.0% |
| Participant deferral / active EE | $1,914 | $4,514-57.6% | $4,048-52.7% | $6,341-69.8% |
| Admin fee / account holder | $634 | $7,114-91.1% | $6,066-89.5% | $12,309-94.8% |