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 | $35,023 | $171,164-79.5% | $127,761-72.6% | $152,861-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.06% | 23.54%-3.5pp | 26.14%-6.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,577 | $5,447-52.7% | $4,574-43.7% | $4,762-45.9% |
| Participant deferral / active EE | $6,125 | $7,038-13.0% | $6,021+1.7% | $5,850+4.7% |
| Admin fee / account holder | $2,357 | $14,530-83.8% | $9,395-74.9% | $11,596-79.7% |