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 | $25,822 | $115,770-77.7% | $101,248-74.5% | $158,922-83.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.54% | 56.14%-45.6pp | 46.47%-35.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,630 | $4,175-61.0% | $3,660-55.5% | $4,761-65.8% |
| Participant deferral / active EE | $4,630 | $4,957-6.6% | $4,370+5.9% | $5,982-22.6% |
| Admin fee / account holder | $457 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |