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 | $31,090 | $157,256-80.2% | $141,162-78.0% | $152,861-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.89% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,428 | $5,261-34.8% | $4,735-27.6% | $4,762-28.0% |
| Participant deferral / active EE | $10,666 | $7,109+50.0% | $6,709+59.0% | $5,850+82.3% |
| Admin fee / account holder | $917 | $12,120-92.4% | $10,261-91.1% | $11,596-92.1% |