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 | $25,434 | $165,912-84.7% | $122,332-79.2% | $147,584-82.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 32.07% | 34.55%-2.5pp | 30.27%+1.8pp | 578.55%-546.5pp |
| Employer contribution / active EE | $881 | $5,754-84.7% | $4,050-78.3% | $4,876-81.9% |
| Participant deferral / active EE | $13,434 | $4,005+235.4% | $3,287+308.7% | $5,439+147.0% |
| Admin fee / account holder | $1,112 | $7,424-85.0% | $5,478-79.7% | $10,885-89.8% |