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 | $58,025 | $72,071-19.5% | $68,368-15.1% | $137,256-57.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.25% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,228 | $2,788-56.0% | $2,649-53.6% | $4,156-70.5% |
| Participant deferral / active EE | $8,667 | $4,410+96.5% | $4,123+110.2% | $6,407+35.3% |
| Admin fee / account holder | $2,441 | $5,336-54.2% | $5,150-52.6% | $12,270-80.1% |