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 | $16,951 | $124,281-86.4% | $109,143-84.5% | $167,490-89.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.93% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,654 | $4,207-36.9% | $3,722-28.7% | $4,837-45.1% |
| Participant deferral / active EE | $4,212 | $5,255-19.9% | $4,653-9.5% | $6,341-33.6% |
| Admin fee / account holder | $707 | $7,970-91.1% | $6,752-89.5% | $12,309-94.3% |