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 | $45,798 | $127,386-64.0% | $115,037-60.2% | $125,391-63.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.07% | 31.28%-29.2pp | 26.14%-24.1pp | 282.22%-280.2pp |
| Employer contribution / active EE | $2,444 | $5,166-52.7% | $4,608-47.0% | $4,866-49.8% |
| Participant deferral / active EE | $4,679 | $6,423-27.1% | $6,026-22.4% | $5,352-12.6% |
| Admin fee / account holder | $7,264 | $9,516-23.7% | $8,175-11.2% | $9,540-23.9% |