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 | $25,299 | $232,540-89.1% | $185,117-86.3% | $147,584-82.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 32.05% | 43.03%-11.0pp | 40.50%-8.4pp | 578.55%-546.5pp |
| Employer contribution / active EE | $1,519 | $5,195-70.8% | $4,182-63.7% | $4,876-68.8% |
| Participant deferral / active EE | $5,908 | $5,834+1.3% | $5,045+17.1% | $5,439+8.6% |
| Admin fee / account holder | $1,064 | $10,275-89.6% | $8,159-87.0% | $10,885-90.2% |