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 | $25,094 | $77,634-67.7% | $156,549-84.0% | $62,891-60.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.73% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,441 | $3,444-58.2% | $5,501-73.8% | $2,281-36.8% |
| Participant deferral / active EE | $3,340 | $3,045+9.7% | $4,871-31.4% | $3,203+4.3% |
| Admin fee / account holder | $424 | $5,561-92.4% | $13,027-96.7% | $4,296-90.1% |