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 | $60,428 | $197,591-69.4% | $177,821-66.0% | $158,922-62.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.18% | 58.76%-41.6pp | 48.32%-31.1pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,681 | $6,697-45.0% | $5,918-37.8% | $4,761-22.7% |
| Participant deferral / active EE | $3,236 | $8,405-61.5% | $7,714-58.0% | $5,982-45.9% |
| Admin fee / account holder | $411 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |