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 | $27,549 | $232,540-88.2% | $185,117-85.1% | $147,584-81.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.53% | 43.03%-23.5pp | 40.50%-21.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,842 | $5,195-45.3% | $4,182-32.0% | $4,876-41.7% |
| Participant deferral / active EE | $1,415 | $5,834-75.7% | $5,045-72.0% | $5,439-74.0% |
| Admin fee / account holder | $2,752 | $10,275-73.2% | $8,159-66.3% | $10,885-74.7% |