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 | $36,506 | $232,540-84.3% | $185,117-80.3% | $147,584-75.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.43% | 43.03%-20.6pp | 40.50%-18.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,595 | $5,195-50.1% | $4,182-37.9% | $4,876-46.8% |
| Participant deferral / active EE | $3,662 | $5,834-37.2% | $5,045-27.4% | $5,439-32.7% |
| Admin fee / account holder | $321 | $10,275-96.9% | $8,159-96.1% | $10,885-97.1% |