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 | $28,494 | $115,770-75.4% | $101,248-71.9% | $158,922-82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.17% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $877 | $4,175-79.0% | $3,660-76.0% | $4,761-81.6% |
| Participant deferral / active EE | $2,161 | $4,957-56.4% | $4,370-50.6% | $5,982-63.9% |
| Admin fee / account holder | $1,767 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |