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 | $33,959 | $171,164-80.2% | $127,761-73.4% | $152,861-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.59% | 23.54%-2.9pp | 26.14%-5.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,767 | $5,447-12.5% | $4,574+4.2% | $4,762+0.1% |
| Participant deferral / active EE | $4,971 | $7,038-29.4% | $6,021-17.4% | $5,850-15.0% |
| Admin fee / account holder | $2,920 | $14,530-79.9% | $9,395-68.9% | $11,596-74.8% |