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 | $33,467 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.20% | 74.59%-40.4pp | 66.58%-32.4pp | 220.34%-186.1pp |
| Employer contribution / active EE | $2,306 | $4,804-52.0% | $4,554-49.4% | $4,156-44.5% |
| Participant deferral / active EE | $3,294 | $8,216-59.9% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $1,984 | $14,344-86.2% | $13,129-84.9% | $12,270-83.8% |