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 | $41,410 | $142,405-70.9% | $115,157-64.0% | $152,861-72.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.89% | 41.48%-17.6pp | 35.60%-11.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,951 | $4,010-26.4% | $3,179-7.2% | $4,762-38.0% |
| Participant deferral / active EE | $7,289 | $5,164+41.1% | $4,168+74.9% | $5,850+24.6% |
| Admin fee / account holder | $939 | $8,462-88.9% | $7,088-86.8% | $11,596-91.9% |