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 | $29,038 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.01% | 56.14%-47.1pp | 46.47%-37.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,019 | $4,175-75.6% | $3,660-72.2% | $4,761-78.6% |
| Participant deferral / active EE | $2,495 | $4,957-49.7% | $4,370-42.9% | $5,982-58.3% |
| Admin fee / account holder | $2,877 | $7,245-60.3% | $5,945-51.6% | $11,246-74.4% |