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 | $32,226 | $232,540-86.1% | $185,117-82.6% | $147,584-78.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.65% | 43.03%-17.4pp | 40.50%-14.9pp | 578.55%-552.9pp |
| Employer contribution / active EE | $3,058 | $5,195-41.1% | $4,182-26.9% | $4,876-37.3% |
| Participant deferral / active EE | $12,997 | $5,834+122.8% | $5,045+157.6% | $5,439+139.0% |
| Admin fee / account holder | $1,300 | $10,275-87.4% | $8,159-84.1% | $10,885-88.1% |