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 | $41,631 | $157,256-73.5% | $141,162-70.5% | $152,861-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.02% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $11,043 | $5,261+109.9% | $4,735+133.2% | $4,762+131.9% |
| Participant deferral / active EE | $6,569 | $7,109-7.6% | $6,709-2.1% | $5,850+12.3% |
| Admin fee / account holder | $2,597 | $12,120-78.6% | $10,261-74.7% | $11,596-77.6% |