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 | $32,692 | $165,335-80.2% | $149,696-78.2% | $158,922-79.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.64% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,858 | $5,103-63.6% | $4,644-60.0% | $4,761-61.0% |
| Participant deferral / active EE | $3,821 | $7,181-46.8% | $6,842-44.1% | $5,982-36.1% |
| Admin fee / account holder | $393 | $10,807-96.4% | $9,309-95.8% | $11,246-96.5% |