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 | $29,073 | $158,398-81.6% | $126,539-77.0% | $142,382-79.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.36% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,553 | $4,650-66.6% | $3,674-57.7% | $4,299-63.9% |
| Participant deferral / active EE | $2,441 | $4,767-48.8% | $4,083-40.2% | $6,507-62.5% |
| Admin fee / account holder | $3,746 | $6,918-45.9% | $6,065-38.2% | $12,624-70.3% |