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 | $24,717 | $117,381-78.9% | $99,443-75.1% | $152,861-83.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.29% | 31.87%-6.6pp | 30.72%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,025 | $3,013-32.8% | $2,540-20.3% | $4,762-57.5% |
| Participant deferral / active EE | $3,418 | $4,086-16.4% | $3,619-5.6% | $5,850-41.6% |
| Admin fee / account holder | $421 | $7,631-94.5% | $6,250-93.3% | $11,596-96.4% |